Montgomery Associates

Montgomery Associates is a second-generation family business providing independent wealth management and discretionary investment services for private clients and their families since 1973. They focus on assisting clients with financial planning.

Tax planning
Estate planning
Financial planning
Model Portfolio Service
Independent financial advice
Discretionary investment management

Size

Small

Phone

N/A

Website

montgomeryassociates.co.uk

N/A

Locations

12 Chaldicott Barns, SP7 9AW

01249782871

Tallut House, SN14 7EL

01249782871

Digital Popularity

Social Media

LinkedIn
79 Followers

Competitors

LIFT-Invest

LIFT-Invest is a discretionary investment management firm that builds upon the expertise of LIFT-Financial, an award-winning firm of Chartered Financial Planners.

MVAM Financial Advice

MVAM Financial Advice is a community-based investment business that focuses on building relationships with clients through communication and trust.

Company Details

Montgomery Associates is operated by Keith Montgomery Associates Limited and is a Active company incorporated on 9 April 1973 with the registered office located in Chippenham, Wiltshire. Keith Montgomery Associates Limited was registered 52 years ago.

Status

Active

Size

Small

Directors

Age

52 years old

Employees

Turnover

£837.59K

Total Assets

£2.05M