Montgomery Associates

At Montgomery Associates, we are a family-run business with a rich history of providing independent financial advice and discretionary investment management to private clients and their families. Founded in 1973, we have been serving our clients for over five decades, with a commitment to delivering personalized service and providing trusted guidance to help them achieve their financial goals.

A Family Business with a Passion for Relationship-Building

As a family-owned business, we understand the importance of building strong relationships with our clients. We believe in taking the time to get to know each client's unique circumstances, goals, and values, and tailoring our service to meet their specific needs. We enjoy building long-term relationships with our clients, many of whom have been with us for multiple generations.

A Team of Experienced Professionals

Our team of experienced professionals has over 150 years of combined financial services experience. Our directors, analysts, and administrators work together seamlessly to provide a comprehensive service to our clients. Our team is dedicated to staying up-to-date with the latest developments in the financial markets and regulatory changes, ensuring that our clients receive the highest level of service and advice.

Services

Our services are designed to provide our clients with a personalized approach to managing their wealth. We offer a range of services, including:

• Wealth Management: We work with our clients to understand their financial goals and develop a customized investment strategy to help them achieve their objectives.
• Investment Management: We provide discretionary investment management services, working closely with our clients to identify strategic investment opportunities and manage their portfolios.
• Financial Planning: Our chartered financial planners provide expert advice on a range of financial planning matters, from inheritance tax planning to retirement planning.
• Compliance and Administration: Our experienced administrators provide a seamless and efficient service, handling all aspects of client administration, from report production to investment dealing.

What Sets Us Apart

At Montgomery Associates, we pride ourselves on our:

• Independence: We are an independent company, not tied to any group or parent company, ensuring that our advice and investment decisions are solely in the best interests of our clients.
• Personal Touch: We take the time to understand each client's unique circumstances and goals, providing a personalized service that is tailored to their specific needs.
• Experience: Our team has over 150 years of combined financial services experience, ensuring that our clients receive the highest level of service and advice.

We are committed to delivering exceptional service and helping our clients achieve their financial goals. We would be delighted to discuss how we can assist you in achieving your financial objectives.