How we help Private Clients

We understand your Journey

Siena, Italy

We understand your needs

You have more than enough to meet your own needs, but you need to ensure that your wealth is preserved across a range of economic conditions and that it continues to work hard for you. Inflation and tax may be issues so appropriate action is the key.

We fully understand the requirements of discretion and separating your own needs from that of future generations. We also understand that the management of your wealth is more than just numbers, its about people, politics and the meticulous attention to detail.

It is all about you

Our process starts by finding out what is important to you and what your key milestones and parameters are for the management of your wealth. From there we build a highly bespoke service around you to deliver on those requirements.

We can then happily accommodate any changes that you require as life goes on, but always safe in the knowledge that your affairs are being managed efficiently and in the most advantageous way to suit you.

“

A big thank you indeed to the Montgomery Charles team of Financial Advisers.

My wife and I have appreciated your help enormously in recent months since we signed up with you for financial advice.

It was good to drive down to Trowbridge initially and meet the team, and subsequently with Mike Duddridge in the Farnham, Surrey office. Mike Duddridge is exceptionally adept at putting clients at ease and explaining things in a simple, easy to follow way. We found him knowledgeable and extremely helpful. He is always happy to go 'the extra mile' in explaining matters. We both feel a lot more relaxed and in control with financial matters.

So a big thank you from us both.

E & J B, Surrey
“

I have been a client of Montgomery Charles for about 18 months. Mike Marigold and his team have given superb help with financial planning for our retirement, not only for myself but for my wife who is a teacher.

I met Mike at a BDA Planning for Retirement seminar a couple of years ago. I was impressed by his approach and I found him easy to talk to and have found his staff also to be efficient and extremely helpful. Previous IFAs I have dealt with bear no resemblance. We had an extremely in-depth analysis of our circumstances and of our wants and needs for the future. Mike adopts a very holistic approach. He and his team developed a plan very much tailored for us both.

Regular reviews are an integral part of the service. Even the best of plans need reviewing and adapting and we went through a very detailed annual review at their offices recently. Very impressive. They will continue to help us to manage our assets in a similar way throughout our retirement for as long as we wish to continue.

Based on my experience so far, I can't recommend them highly enough.

J M Recently Retired Dentist, Bolton

We will give you peace of mind

Our bespoke service gives you the peace of mind that you can go about your daily business, knowing that your financial future is being carefully nurtured by our highly skilled and professional team. It is only by investing in a quality team that we can deliver the exceptional results we are now known for by our clients.

Here are the top 4 things we will achieve for you:

number 1

Wealth preservation

number two

Sustainable rising income

number three

Investment growth

number four

Taking care of the next generation by projecting your wealth to look after; you, your family both now and in the future without any concerns or worries.

We understand the details

We deliver an all inclusive service, so whether your current issue or issues lie with:

Inheritance Tax Planning

Life Time Allowance problems

Pension contribution limits

Alternative investments

Tax mitigation

Or simply getting the best returns, we can deliver a bespoke service to suit you.

…We’ve gathered together a team who have achieved the highest level of qualification within our industry. This means we are able to make the complicated seem simple.

We will make your money work for you. We will take away the worry that sometimes comes with large amounts of money. And preserve wealth so you can concentrate on the things that matter to you. We will encourage you to live life on purpose by showing you how to be more planned and considered. This can create time to be spontaneous and saying ‘yes’ to more of life’s opportunities and seizing the day. However you want to live, its about living life well and doing it your way (which might not be the usual way).

We deliver results for you

By using evidence based research and analysis, we have the knowledge, skills and understanding to deliver the all important results that support your financial planning. We use the best providers and the best techniques to deliver the results that will make a difference in your life.

Find Out More About Us

However you want to live, its about living life well and doing it your way
(which might not be the usual way).

Lake Keowee, South Carolina

Speak to one of our advisers about projecting your wealth to look after; you, your family both now and in the future without any concerns or worries.

Speak To An Adviser