We are an independent family business providing financial advice and discretionary investment management. We have been providing a comprehensive wealth management service to clients and their families for more than 40 years. We specialise in managing portfolios of collective funds on a discretionary basis, giving you the freedom to spend less time managing your money and focus more on your life.
Planning for the future is what personal finance is all about. Our advice is impartial and independent and we make sure that you and your family are at the centre of any strategy. We consider the total position when helping individuals and their families plan for the future. For many clients we have arranged their wider finances across two, even three generations.
Our focus is on simplicity for the client. We consider the total position when helping individuals and their families consolidate their financial affairs. We are unusual in being a small IFA and yet authorised to handle client money and manage investments on a discretionary basis.
Planning for the future is what personal finance is all about. Our advice is impartial and independent and we make sure that you and your family are at the centre of any strategy. We consider the total position when helping individuals and their families plan for the future. For many clients we have arranged their wider finances across two, even three generations.
Our focus is on simplicity for the client. We consider the total position when helping individuals and their families consolidate their financial affairs. We are unusual in being a small IFA and yet authorised to handle client money and manage investments on a discretionary basis.
Services
Being independent advisers means we are not tied to a parent company or group.
This allows us to offer a bespoke and highly personal service and because we are unrestricted, we are able to find the most appropriate financial solution for you.
A firm of our size is unusual in offering discretionary investment management.
A discretionary service allows you to leave the management of your investments to us and means we can act on your behalf and in your best interest.
Our investment committee has combined experience of more than 65 years and we have been helping people make sense of their finances for more than 45 years.
This allows us to offer a bespoke and highly personal service and because we are unrestricted, we are able to find the most appropriate financial solution for you.
A firm of our size is unusual in offering discretionary investment management.
A discretionary service allows you to leave the management of your investments to us and means we can act on your behalf and in your best interest.
Our investment committee has combined experience of more than 65 years and we have been helping people make sense of their finances for more than 45 years.
The financial world is becoming more intricate and complex.
Without close monitoring or the proper guidance it can be all too easy to put a foot wrong.
You might not have the time to manage all of your investments or you might prefer to leave the burden of administration to someone else.
Our service is based around the core principle of simplicity for the client.
Where appropriate, we consider investing to meet financial objectives using high quality collective funds, fixed interest securities and UK/global equities spreading risk right across the world.
Without close monitoring or the proper guidance it can be all too easy to put a foot wrong.
You might not have the time to manage all of your investments or you might prefer to leave the burden of administration to someone else.
Our service is based around the core principle of simplicity for the client.
Where appropriate, we consider investing to meet financial objectives using high quality collective funds, fixed interest securities and UK/global equities spreading risk right across the world.
Clients approach us because they need advice on their finances and to manage their investments.
It's an important part of their lives and requires discretion and trust.
Clients welcome our ability to provide them with a framework for future financial security in an uncertain world.
Looking back at what you have achieved for me is close to a miracle.
When I first came to you I geniuniely thought my pension was never going to be as good as it eventually turned out to be.
Our clients are from diverse backgrounds, ranging from those who have recently retired from a long professional career to budding entrepreneurs embarking on a new venture.
It's an important part of their lives and requires discretion and trust.
Clients welcome our ability to provide them with a framework for future financial security in an uncertain world.
Looking back at what you have achieved for me is close to a miracle.
When I first came to you I geniuniely thought my pension was never going to be as good as it eventually turned out to be.
Our clients are from diverse backgrounds, ranging from those who have recently retired from a long professional career to budding entrepreneurs embarking on a new venture.
From time to time we discuss current topics and areas of interest for our clients.
All views and opinions are our own but nothing should be taken as advice without meeting with us first to discuss your personal circumstances.
If you would like to see articles on a subject relevant to your circumstances, please get in touch.
All views and opinions are our own but nothing should be taken as advice without meeting with us first to discuss your personal circumstances.
If you would like to see articles on a subject relevant to your circumstances, please get in touch.
ISAs have never been better.
With greater freedoms than ever, Individual Savings Accounts (ISAs) are becoming more attractive and even more flexible.
ISAs are all too often assumed to be limited to cash savings accounts with low interest rates, but it is also possible to invest in almost any listed company or investment within your ISA.
Not only is any investment growth free of capital gains tax but so too is any dividend income or interest.
The potential tax savings can be substantial and you don't even need to declare an ISA on your Tax Return.
With greater freedoms than ever, Individual Savings Accounts (ISAs) are becoming more attractive and even more flexible.
ISAs are all too often assumed to be limited to cash savings accounts with low interest rates, but it is also possible to invest in almost any listed company or investment within your ISA.
Not only is any investment growth free of capital gains tax but so too is any dividend income or interest.
The potential tax savings can be substantial and you don't even need to declare an ISA on your Tax Return.
Reviews
Be the first to review Montgomery Associates.
Write a Review
