A second-generation family business offering independent advice and discretionary investments, based in Wiltshire.
With our 50 years of experience as a family-run business advising private clients, we understand that preserving what you have is just as important as building future assets and maintaining a sustainable income.
Today we look after £100 million on behalf of a small number of client families with portfolios managed by our in-house investment committee on a discretionary basis.
Company Details
- Employees
- 3
- Founded
- 1973
- Address
- Chippenham, North Wiltshire, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Chippenham.
- HQ
- Chippenham, North Wiltshire
Montgomery Associates Questions
Montgomery Associates's website is http://www.montgomeryassociates.co.uk/at-a-glance
Montgomery Associates's LinkedIn profile is https://uk.linkedin.com/company/montgomeryassociates
Montgomery Associates has
3 employees.
View email and phone details for 3
employees at Montgomery Associates.
Montgomery Associates's industry is
Financial Services
Montgomery Associates's top competitors are
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Montgomery Associates's categories are Financial Services
Montgomery Associates's founding year is 1973
