Invest in your future, with Montgomery Associates.
At Montgomery Associates, we've been providing independent financial advice and discretionary investment management to private clients and their families since 1973. As a second-generation family business, we're proud to have built a reputation for personal service, tailored to the specific needs of our clients. Our team of experienced professionals has a deep understanding of the importance of preserving wealth, building future assets, and maintaining a sustainable income.
Our Story
Montgomery Associates was founded in 1973, and over the years, we've weathered many market cycles. Despite the changes, our commitment to our clients has remained constant. We've evolved to meet the needs of our clients and their families, and today, we're proud to be a trusted partner for many generations of families. Our independence means we're free from the influence of larger groups or parent companies, allowing us to provide truly bespoke advice and guidance.
Services
Our services are designed to help private clients and their families achieve their financial goals. We offer independent financial advice and discretionary investment management, tailored to the specific needs of each client. Our team takes the time to understand our clients' goals, risk tolerance, and financial situation, before creating a personalized investment strategy. We believe in building lasting relationships, and our client base is a testament to our commitment to providing exceptional service.
Why Choose Montgomery Associates?
With Montgomery Associates, you can expect a personal approach to financial management. We're not a large corporate entity; we're a family-run business that takes pride in getting to know our clients and their families. Our team of experienced professionals is dedicated to providing clear, concise advice, free from jargon and complexity. We understand the importance of preserving wealth, building future assets, and maintaining a sustainable income. We're committed to helping our clients achieve their financial goals and building long-term relationships that span generations.
Our Expertise
Our team has over 150 years of combined financial services experience, and we work closely together to ensure that our clients receive comprehensive advice and guidance. From investment research to financial planning, our experts are dedicated to providing exceptional service and achieving the best possible outcomes for our clients.
Excellent Service from a Trusted IFA
The reviewer, Ronnie Whelan, has given a glowing review of the independent financial advisor (IFA) he worked with. The IFA, comprising Keith, James, and Dominic, provided exceptional service to Ronnie and his family during a difficult time after his father's passing.
Personalized and Caring Approach
The reviewers praise the IFA for going above and beyond to help them, even making personal visits to Ronnie's elderly mother's home to assist with paperwork. This level of personalized care and dedication is truly remarkable.
Professional Expertise
The reviewer is also impressed with the IFA's proficiency with figures, indicating a high level of competence in their field. Overall, Ronnie highly recommends the IFA, citing their excellence in every aspect of their service.
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