March 2024 by Graham
We have been with Mike Marigold since 2010. We have always received very sound advice, from setting our fees to the best investments and even our exit strategy. We have been retired for almost 2 years now and we know that the only reason why we have no money worries at this time in our lives is due to Mike and his team at Montgomery Charles.
March 2024 by Graeme Hall
My wife and are have been clients of Montgomery Charles for 8 years and have been very happy with this relationship. They are always very quick to answer any queries and make all the information they provide (which is extremely comprehensive) very easy to understand, even for us! We have direct dealings with Mike, our financial planning consultant, and we would highly recommend him, and the whole company, to anyone who is interested.
March 2024 by andrew pritchard
My wife and I have been clients of Montgomery Charles for over ten years.During that time we have received advised tailored specifically to us and our needs which has been excellent.Great care has been taken to work out what we wanted to achieve from our investments and how to get the desired results.Business planning, investment planning, tax advise, pension planning and estate planning, they have provided us with every service in a friendly, expert fashion.Most importantly they really care about their clients and always go the extra mile.I throughly recommend the team to you.
February 2024 by Jon Boulding
Mike and his knowledgeable team take the time and effort to really understand your individual financial position. The advice I have received has made a real difference. I thoroughly recommend the service they provide.
February 2024 by 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.
February 2024 by Jannette Robinson
We contacted Montgomery Charles Wealth Management to request an initial appointment to discuss various financial choices, now that we are retired.We were contacted by James Whittington by phone at an agreed day and time to discuss various options for the future.James immediately put us at our our ease and gave us advice that makes us more confident going foward. Our finances are straightforward so we don't currently need ongoing advice but if that ever changed I would have no hesitation in contacting James again. The initial consultation is completely free.I would have no hesitation in recommending this company for such a professional and friendly service.
May 2021 by 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.
