Montgomery Charles Wealth Management
Financial Planners
8 Wicker Hill, Trowbridge BA14 8JU
Most Recent Comments
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March 2024
We have been with Mike Marigold since 2010. We have always received very sound advice, from setting our fees to the best investments and even our exit strategy. We have been retired for almost 2 years now and we know that the only reason why we have no money worries at this time in our lives is due to Mike and his team...
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March 2024
My wife and are have been clients of Montgomery Charles for 8 years and have been very happy with this relationship. They are always very quick to answer any queries and make all the information they provide (which is extremely comprehensive) very easy to understand, even for us! We have direct dealings with Mike, our financial...
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March 2024
My wife and I have been clients of Montgomery Charles for over ten years.During that time we have received advised tailored specifically to us and our needs which has been excellent.Great care has been taken to work out what we wanted to achieve from our investments and how to get the desired results.Business planning,...
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From Montgomery Charles Wealth Management
Our purpose is to combine our expertise with your financial needs to enable you to get more
life out of life.
We do this by encouraging you to dream of your ideal life - and by applying our expertise of money and planning, we make your aims and goals a reality.
You will find us passionate about smart financial planning where your aims and goals become our motivation. Our aim is to get to know you, understand your priorities and see your future through your eyes. Our approach centres around you.
