Montgomery Charles Wealth Management

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Reviews

1. alexDAMONIATOR 4 ★★★★★

   A big thank you to Rob for delivering such an engaging and informative talk for our staff during Pension Awareness Week. His presentation was clear, approachable, and incredibly helpful, making a complex topic so much easier to understand. Our team really appreciated the time he took to answer questions and provide practical advice. We’re very grateful for his support and highly recommend his sessions to anyone looking to improve their pension knowledge!

   almost 4 months ago
2. Paul Aylard ★★★★★

   A very successful team. I started taking payments from my private pension 4 years ago. Despite the market problems since then and regular monthly withdrawals the value of my SIPP is considerably more than it was 4 years ago. This is entirely down to the excellent investment choices of Montgomery Charles Wealth Management.

   almost 7 months ago
3. PHILIP WAKE ★★★★★

   My wife and I have been clients of Montgomerie Charles for about 14 years and have received first class service during this time. Mike, James and the whole team are always “on their game” and make every effort to tailor one’s financial management to the individual, producing impressive results. With their friendly, empathetic and highly efficient style we have always felt comfortable to trust Montgomerie Charles implicitly. In short we would not hesitate to recommend them to anyone.

   almost 8 months ago

1. dai ★★★★★

   Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.

   almost 11 months ago
2. Geraint Jeffreys ★★★★★

   Mike Marigold and the excellent team at Montgomery Charles have advised me and managed my financial affairs for nearly three decades. Their care and attention to detail is confidence inspiring and I have full trust in them. The work they do for me helps to ensure I can continue to do the things I enjoy.

   1 year ago
3. Harvey Rook ★★★★★

   We have been working with Dan Alder and Montgomery Charles for just over 18 months now after considering a number of Dental Specialist IFAs. With a successful private dental practice and a growing family, we needed sensible, joined up advice on our personal and business finances, both for now and for planning for our future. Dan has proven to be extremely knowledgeable and meticulous in the planning and presentation of our various options. There has never been any pressure to make decisions until we are fully informed and comfortable with where we are heading. Dan has very much delivered on all that he has promised and exceeded our (very high) expectations. I would have no hesitation in recommending Dan and his team.

   almost 4 years ago

1. James Head ★★★★★

   We recommend Montgomery Charles to our clients who need wealth management advice when it comes to investing the proceeds of the sale of their dental practice. The team at Montgomery Charles are experts in a very specialist field.

   more 7 years ago

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