Montgomery Charles Wealth Management - Trowbridge

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 28 reviews on Google My Business.
Average opinion: 5/5.

Location of Montgomery Charles Wealth Management

1225777999

Montgomery Charles Wealth Management is a financial planning firm located at Address: 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom. They can be reached by phone at Phone: 1225777999. You can also visit their website at Website: montgomerycharles.co.uk.

One of the main specialties of Montgomery Charles Wealth Management is financial planning. They assist clients in managing their finances, creating financial plans, and achieving their financial goals. Their team of experienced financial planners work closely with clients to understand their unique financial situations and develop customized plans to meet their needs.

Montgomery Charles Wealth Management is committed to providing accessible services to all clients. Their location offers wheelchair accessible parking lot and wheelchair accessible restroom for clients with mobility needs. They also have restrooms available for all clients.

According to opinions from clients, Montgomery Charles Wealth Management has an average rating of 5/5 based on 28 reviews on Google My Business. Clients have praised the firm for their personalized service, expertise, and dedication to helping clients achieve their financial goals.

If you are looking for a financial planning firm that is committed to helping you manage your finances and achieve your financial goals, Montgomery Charles Wealth Management is an excellent choice. With their experienced team of financial planners, accessible location, and commitment to providing excellent service, they are well-equipped to help you navigate the world of finance.

Reviews of Montgomery Charles Wealth Management

Montgomery Charles Wealth Management - Trowbridge

Glenis Ridy

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.

Geraint Jeffreys

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.

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.

Jo Teare

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.

Ian Rowland

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.

Kerry Tolhurst

5/5

Mike and his Team at Montgomery Charles have delivered excellent advice for over 20 years to my Wife and I. His holistic approach ensures he and his Colleagues really understand our situation and requirements. Advice and encouragement made a massive difference to the Financial strength gained for my last 10 years in Dental Practice - he now embraces the requirements of Retirement! I am delighted to see his Company develop whilst never loosing the Personal contact. My only regret - I should have met Mike 30 years ago!

Richard Welfare

5/5

15 years ago coming up for retirement my wife and I had little idea of how to preserve and grow our wealth. Fortunately we found Mike Marigold. Over the years he has successfully helped and advised us in a friendly and caring way. Although he has grown his business during that time he has still given us individual attention and made us feel part of the family of Montogomery Charles. As new members of his team have been employed or promoted we have been introduced.
His moto get more life out of life is at the heart of his planning and his advice has always made us feel it is for our benefits rather than his.

susan churchyard

5/5

I have been a client of Montgomery Charles for over 15 years. I am extremely satisfied with their service. I have had annual reviews since I joined and these have always been very well planned and executed. The advice given has been exceptional and financial gains have been manifest. I feel very secure with Montgomery Charles and have complete trust in their recommendations. All the staff are courteous, friendly and efficient.