Montgomery Associates | Wealth Management - Chippenham

Address: Tallut House, Yatton Keynell, Chippenham SN14 7EL, United Kingdom.
Phone: 1249782871.
Website: montgomeryassociates.co.uk.
Specialties: Financial planner, Financial institution, Investment company, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

Location of Montgomery Associates | Wealth Management

Montgomery Associates | Wealth Management is a Financial Planner, Financial Institution, Investment Company, and Investment Service located in a convenient and accessible location. With their headquarters at Tallut House, Yatton Keynell, Chippenham SN14 7EL, United Kingdom, clients can easily reach them to discuss their financial goals.

The company's accessibility features include a wheelchair-accessible car park, entrance, and toilet, ensuring that all clients can visit the premises comfortably. Additionally, there are toilets available for all clients' convenience.

Montgomery Associates has received rave reviews from clients, with an average opinion of 5/5 based on 1 review on Google My Business. This rating demonstrates the company's commitment to providing excellent financial advice and services.

The company's website, montgomeryassociates.co.uk, is an essential resource for potential clients, offering a wealth of information about the company's services, team, and approach to wealth management.

Montgomery Associates' specialties include financial planning, investment services, and investment management. Their experienced team of professionals can help clients create a customized financial plan tailored to their unique needs and objectives. Additionally, the company's investment services can help clients grow their wealth and achieve long-term financial success.

The team at Montgomery Associates comprises highly skilled and experienced professionals dedicated to helping clients achieve their financial goals. They work closely with each client to understand their financial situation, risk tolerance, and aspirations, developing a customized plan that meets their needs.

Reviews of Montgomery Associates | Wealth Management

Montgomery Associates | Wealth Management - Chippenham
Ronnie Whelan
5/5

Excellent IFA. Helped myself and my family enormously when my father died. Keith, James, and Dominic can't do enough to help. They've even visited my elderly mother at home several times to sort out paperwork. Pretty good with figures too! Highly recommended.

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