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.


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