Dartmoor National Park
The power behind your portfolio
When you become a client with Montgomery Charles, we take time to fully understand your goals, hopes and dreams.
From these we create for you a Financial Life Plan (FLP) – an exhaustive document that includes financial modelling of your income and expenditure from now until your 100th birthday.
Long-term investing forms a crucial part of your Plan – ensuring you have sufficient capital available to get ‘more life out of life’, and to derive the maximum benefit for your loved ones by making your money work harder for you.
Investing is not without risk. But through understanding your attitude to risk, and taking a hands-on, detail-oriented approach to investing that we believe is amongst the best in the industry, we see time and time again how long-term investing delivers for our clients.
In their words: Alan and Angela
Breaking down our approach to investment
Our approach to risk
How we go above and beyond to ensure consistence performance – and why your attitude to risk is just as important.
Our Investment Committee
Meet the team responsible for running our portfolios, and find out more about the process behind the scenes.
Our portfolios
Discover how we assemble our Fundforce portfolio collection, including Environmental, Social, and Governance (ESG) options.
Carefully charting your course
Much like sailing, successful investing requires careful navigation, a steady hand, and a deep understanding of the forces at play. A well-rigged yacht doesn’t sail smoothly by accident—it takes precision, discipline, and constant adjustments to ensure the sails catch the wind efficiently while avoiding unnecessary turbulence.
The same principle applies to our investment process. Behind the scenes, the Montgomery Charles Investment Committee works tirelessly to ensure your portfolio is structured to withstand market headwinds and harness the tailwinds of opportunity.
Through expert research, rigorous analysis, and disciplined execution, we chart a course that keeps your investments moving forward—smoothly, efficiently, and with confidence in every market condition. With our carefully structured investment strategy, you can feel secure in the knowledge that your financial journey is being guided by a team committed to delivering long-term growth while managing risk effectively.
Our skilled staff and investment expertise ensures that our portfolios deliver the returns they need to meet your financial goals and objectives.
Lake Maggiore, Switzerland
Speak to one of our advisers to discuss how we can deliver the investment returns that meet your financial plans.
Speak To An Adviser
