Wealth Management for private clients and their families since 1973
Divide & Diversify
Mar-25
Trump Tariffs
Apr-25
07/03/25
03/04/25
Independent. Personal.
We are a second-generation family business offering independent advice and discretionary investments, based in Wiltshire and Dorset.
With a 50 year history, we help clients and their families to invest in their future.
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“Over three decades I have always found the team extremely well informed, approachable and committed to providing the best support and advice to us as a family.”
Multi-generational clients since 1992
50
years
1973 - 2023
In 2023 we celebrated 50 years of Montgomery Associates.
Over the last five decades many market cycles have run their course and although the landscape has shifted a great deal some things never change.
As the next generation has grown, we too have evolved and developed our service to meet the needs of our clients and their families.
You can find out how the company started during one of the worst market crashes in recent memory and read letters from our archive.
