Company

Montgomery Charles Wealth Management

Financial Services Trowbridge, Wiltshire, United Kingdom 16 employees

Employees: 16
Contacts: 2
Emails: 2
Phones: 1

montgomerycharles.co.uk LinkedIn

Montgomery Charles Wealth Management Overview

Headquarters: Trowbridge, Wiltshire, United Kingdom
Website: montgomerycharles.co.uk
Industry: Financial Services
Employees: 16
Founded: 1996
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Retirement Planning Investment Strategy NHS Pension Specialist Advice to GPs Specialist Advice to GPs

About Montgomery Charles Wealth Management

Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses. We focus on long term relationships with our clients, integrating all aspects of your finances – whether business or personal. This approach enables us to give you relevant and timely advice about money. We will always have your best interests at heart. In many circumstances we will suggest you pay a fee for our advice, safe in the knowledge we will not try to sell you something to cover our costs. We are on your side and will help you make the most of the wealth you have or are creating. In short, we think you’ll find our approach is refreshing, simple and helpful.

Montgomery Charles Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Montgomery Charles Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kathryn Quadling	Paraplanner Manager at Montgomery	Bath, England, United Kingdom	Email
Rhona Dyer	Assistant at Montgomery Charles Wealth	Melksham, England, United Kingdom	View
Will Carrodus	Marketing Manager at Montgomery Charles	Bovey Tracey, England, United Kingdom	View
Tim Collyer	Chartered Financial Planner	Bristol, England, United Kingdom	Email Phone