Montgomery Associates
Financial Services
Chippenham North Wiltshire, United Kingdom
3 employees
- Employees
- 3
Montgomery Associates Overview
- Headquarters
- Chippenham North Wiltshire, United Kingdom
- Website
- www.montgomeryassociates.co.uk
- Industry
- Financial Services
- Employees
- 3
- Founded
- 1973
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Montgomery Associates
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.
Montgomery Associates Contact Details
- People in AeroLeads
- 2
Montgomery Associates Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sebastian Johnston-Brown | Associate Wealth Manager |
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|
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| Peter Geikie-Cobb | Head of Investment Research |
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