Montgomery Charles Wealth Management - Trowbridge

Address: 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom.
Phone: 1225777999.
Website: montgomerycharles.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Montgomery Charles Wealth Management

☎️1225777999

⏰ Open Hours of Montgomery Charles Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Montgomery Charles Wealth Management, presented in a formal and approachable style, suitable for someone seeking information about their services:

Montgomery Charles Wealth Management: A Trusted Financial Partner

For those seeking a reliable and experienced financial planner, Montgomery Charles Wealth Management stands as a prominent and well-established firm. Located at 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom, and easily accessible via telephone at Phone: 1225777999, the company offers a comprehensive suite of services designed to help clients achieve their financial goals. Their website, Website: montgomerycharles.co.uk, provides a wealth of information about their approach and services.

About the Firm

Montgomery Charles has a long-standing history of serving clients with a dedication to personalized service and expert advice. The firm's core competency lies in providing tailored financial planning solutions. They understand that each client's circumstances and aspirations are unique, and they pride themselves on taking a collaborative approach to develop strategies that align with individual needs. The firm’s longevity, with clients stating they’ve been with them for “nearly three decades,” speaks volumes about their commitment to building lasting relationships and delivering consistent value.

Key Features & Accessibility

Beyond their core financial planning expertise, Montgomery Charles demonstrates a commitment to accessibility and convenience for all clients. The firm operates from a modern and well-equipped office. Notably, they offer wheelchair accessible parking and a wheelchair accessible restroom, reflecting a dedication to inclusivity. Furthermore, the Google My Business reviews consistently highlight a 5/5 average opinion, reflecting a high level of client satisfaction. This suggests a strong focus on responsiveness, transparency, and building trust.

Points of Interest & Client Feedback

The firm’s dedication to client comfort extends beyond physical accessibility. It’s clear that Montgomery Charles values attentive service and detailed consideration. The long-standing relationships they foster, evidenced by clients who have utilized their services for “twenty years”, underscore a commitment to ongoing support and proactive management. It seems that clients appreciate the level of care and attention to detail exhibited by the team.

Contact Information & Recommendation

To learn more about how Montgomery Charles Wealth Management can assist you in navigating your financial future, we strongly encourage you to visit their website: montgomerycharles.co.uk. You can also reach them directly at their phone number: 1225777999. Considering the overwhelmingly positive feedback and the firm’s substantial experience, Montgomery Charles Wealth Management presents itself as an excellent choice for individuals seeking a trusted and knowledgeable financial partner.

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👍 Reviews of Montgomery Charles Wealth Management

Montgomery Charles Wealth Management - Trowbridge

dai

5/5

Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.

Geraint J.

5/5

Mike Marigold and the excellent team at Montgomery Charles have advised me and managed my financial affairs for nearly three decades. Their care and attention to detail is confidence inspiring and I have full trust in them. The work they do for me helps to ensure I can continue to do the things I enjoy.

Brian S.

5/5

We have been with Montgomery Charles for a number of years now and we stay with them due to the professional yet friendly attitude to clients and the willingness to work around our diaries.

The performance of our funds has been remarkable and this is another reason we would not be considering change. Due to the expertise Mike hase built up with Montgomery Charles, you do not feel one person is pivotal in decision making and this experience has shown MC managed funds alway beat market expectation and other larger fund managers.

I would have no hesitation in recommending Montgomery Charles as an independent financial advisor.

alexDAMONIATOR 4.

5/5

We recently had a talk from James for Pension Awareness Week. Our staff found it really beneficial and would love to invite James back for a similar event in the future. Really great pension advice etc.

Glenis R.

5/5

We have entrusted the management of our finances to Montgomery Charles for 12 years and we have been delighted with the outcome as the advice we were given gave us the means to retire and we seem to have weathered several financial events relatively unscathed. They helped us to set achievable goals and invest in ethical products - we particularly like the You Give We Give scheme whereby our chosen charities receive much needed funding even in the leaner years.

Everyone at Montgomery Charles is friendly, professional and well-trained so that investing through them can be approached with confidence and the assurance that all are treated as individuals. We always look forward to our review meetings and hope to maintain our relationship with them for many years to come.

Jenny J.

5/5

Just had our annual review meeting with Mike Marigold. Very thorough and reassuring. The performance of our investments this year has been excellent. I can thoroughly recommend Montgomery Charles.

Jo T.

5/5

We were recommended Montgomery Charles services by a family member, we have now used their services for investment advice for just over two years. Communication is clear and concise through either phone conversation or emails. Meetings with your financial advisor are professional but friendly putting you at ease and explaining processes and fund performances well. Actions required are also completed quickly and efficiently. I would definitely recommend Montgomery Charles to anyone looking for investment and financial advice.

Kerry T.

5/5

Mike and his Team at Montgomery Charles have delivered excellent advice for over 20 years to my Wife and I. His holistic approach ensures he and his Colleagues really understand our situation and requirements. Advice and encouragement made a massive difference to the Financial strength gained for my last 10 years in Dental Practice - he now embraces the requirements of Retirement! I am delighted to see his Company develop whilst never loosing the Personal contact. My only regret - I should have met Mike 30 years ago!