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Montgomery Charles Wealth Management - Trowbridge

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom.
Phone: 1225777999.
Website: montgomerycharles.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Montgomery Charles Wealth Management

Montgomery Charles Wealth Management 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom

☎️1225777999

⏰ Open Hours of Montgomery Charles Wealth Management

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Montgomery Charles Wealth Management: Expert Financial Planning and Advice

Located in Trowbridge, BA14 8JU, United Kingdom, Montgomery Charles Wealth Management is a trusted financial planning and advisory firm that has been serving clients for over two decades. The company is easily accessible, with a wheelchair accessible parking lot and wheelchair accessible restroom to ensure that all clients can feel welcome and comfortable.

Expert Financial Planning and Advice

Montgomery Charles Wealth Management is led by experienced financial planners, including James, who has taken over from the renowned Mike Marigold. The team provides comprehensive financial planning and advisory services, helping clients achieve their financial goals and secure a bright financial future. With a proven track record of delivering excellent results, Montgomery Charles has built a loyal client base and is highly recommended by existing clients.

Some of the key characteristics that set Montgomery Charles apart include:

Personalized attention and care: The team takes the time to understand each client's unique needs and goals, providing tailored advice and guidance.

Expert knowledge and experience: The team has a deep understanding of the financial markets and regulations, ensuring that clients receive informed and up-to-date advice.

Confidence and trust-building*: Clients can trust Montgomery Charles to manage their financial affairs, knowing that their interests are in good hands.

What Our Clients Say

With 33 reviews on Google My Business, Montgomery Charles has established a strong reputation for delivering exceptional service and results. Clients praise the team's care, attention to detail, and commitment to their well-being. One satisfied client has been working with the firm for over 20 years, saying: "I have been with Montgomery Charles for nearly three decades. Highly recommend them and thanks again James."

Another client has been advised by Mike Marigold for nearly 30 years, stating: "The work they do for me helps to ensure I can continue to do the things I enjoy."

Get in Touch

If you're looking for a trusted financial planning and advisory firm, Montgomery Charles Wealth Management is an excellent choice. With its excellent work all round in managing financial affairs, the company is well-equipped to help you achieve your financial goals. To learn more about their services and how they can help you, visit their website at montgomerycharles.co.uk or contact them directly at 1225777999. Don't wait – contact Montgomery Charles Wealth Management today to take the first step towards securing a brighter financial future.

👍 Reviews of Montgomery Charles Wealth Management

Montgomery Charles Wealth Management - Trowbridge
dai
5/5

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.

Montgomery Charles Wealth Management - Trowbridge
Geraint J.
5/5

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.

Montgomery Charles Wealth Management - Trowbridge
Brian S.
5/5

We have been with Montgomery Charles for a number of years now and we stay with them due to the professional yet friendly attitude to clients and the willingness to work around our diaries.

The performance of our funds has been remarkable and this is another reason we would not be considering change. Due to the expertise Mike hase built up with Montgomery Charles, you do not feel one person is pivotal in decision making and this experience has shown MC managed funds alway beat market expectation and other larger fund managers.

I would have no hesitation in recommending Montgomery Charles as an independent financial advisor.

Montgomery Charles Wealth Management - Trowbridge
alexDAMONIATOR 4.
5/5

We recently had a talk from James for Pension Awareness Week. Our staff found it really beneficial and would love to invite James back for a similar event in the future. Really great pension advice etc.

Montgomery Charles Wealth Management - Trowbridge
Glenis R.
5/5

We have entrusted the management of our finances to Montgomery Charles for 12 years and we have been delighted with the outcome as the advice we were given gave us the means to retire and we seem to have weathered several financial events relatively unscathed. They helped us to set achievable goals and invest in ethical products - we particularly like the You Give We Give scheme whereby our chosen charities receive much needed funding even in the leaner years.

Everyone at Montgomery Charles is friendly, professional and well-trained so that investing through them can be approached with confidence and the assurance that all are treated as individuals. We always look forward to our review meetings and hope to maintain our relationship with them for many years to come.

Montgomery Charles Wealth Management - Trowbridge
Jenny J.
5/5

Just had our annual review meeting with Mike Marigold. Very thorough and reassuring. The performance of our investments this year has been excellent. I can thoroughly recommend Montgomery Charles.

Montgomery Charles Wealth Management - Trowbridge
Ian R.
5/5

My wife and I have been clients of Tim Collyer at Montgomery Charles for just one year. We have been very impressed with the quality of the financial advice we have received. Tim and his colleagues provided a detailed analysis of our situation and our wants and needs and developed a personal investment portfolio. We are kept regularly informed of the status of our investments and any suggested changes and the team respond quickly to any queries that we have. We are extremely happy with both the quality of the service and clear and friendly communication the company provides.

Montgomery Charles Wealth Management - Trowbridge
Jo T.
5/5

We were recommended Montgomery Charles services by a family member, we have now used their services for investment advice for just over two years. Communication is clear and concise through either phone conversation or emails. Meetings with your financial advisor are professional but friendly putting you at ease and explaining processes and fund performances well. Actions required are also completed quickly and efficiently. I would definitely recommend Montgomery Charles to anyone looking for investment and financial advice.

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