We are an independent family business providing financial advice and discretionary investment management

based between Bath & Chippenham

in the South West of the UK

Our service is based around the core principle of simplicity for the client

Keith Montgomery, Founder

Find out  about what to expect as a client

We have been providing a comprehensive wealth management service to clients and their families for more than 40 years.

 

We specialise in managing portfolios of collective funds on a discretionary basis, giving you the freedom to spend less time managing your money and focus more on your life.

Find out about Discretionary management

Financial Advice

Preparing for the future is at the core of good financial advice.  We provide independent advice on all aspects of financial matters. 

Wealth Management

We consider the total position when helping individuals and their families plan for the future.  For many clients we have arranged their wider finances across two, even three generations. 

We are unusual in being a small IFA and yet authorised to handle client money and manage investments on a discretionary basis.

Investments
 

We have continuously felt that our interests have always been given priority and the personal touch.

Clients since 1999, self-employed designers

I was so impressed with their expertise that I asked them to take over the management of my assets from another highly reputable adviser.

Clients since 1985, eight family members across four generations 

Find out what our clients have to say about us