Connect with Top-Rated Financial Advisers in Chippenham!

We are a firm of financial planners specializing in pension, investment, mortgage, and protection advice, offering independent financial advice to private clients and business owners in Calne, Wiltshire. Our team of independent financial advisors, Paul Coles, Chris Hues, and Ian Williams, provide expert guidance to help individuals and businesses achieve their financial goals. Our services include pension and retirement planning, investment and savings, life insurance and personal protection, long-term care, divorce and separation, school fee planning, inheritance and estate planning, and mortgages. We take the time to understand our clients' unique financial situations and goals, providing personalized solutions to help them make informed decisions about their financial futures. With offices in Calne, Wiltshire, we are committed to providing exceptional service and expert guidance to help our clients achieve financial peace of mind.

Montgomery Associates is a 50-year-old, family-run business that provides independent financial advice and discretionary investment management to private clients and their families. With a deep understanding of the importance of preserving wealth, building future assets, and maintaining a sustainable income, our team of experienced professionals takes a personal approach to financial management, offering tailored services to meet the specific needs of each client.