About us

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Independent

Being independent advisers means we are not tied to a parent company or group. This allows us to offer a bespoke and highly personal service and because we are unrestricted, we are able to find the most appropriate financial solution for you.

 

Discretionary

A firm of our size is unusual in offering discretionary investment management. A discretionary service allows you to leave the management of your investments to us and means we can act on your behalf and in your best interest.

One of our priorities is to take the burden of administration away from clients

Keith Montgomery, Founder & MD

What is discretionary management?

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Our investment committee has combined experience of more than 65 years and we have been helping people make sense of their finances for more than 45 years.

years of combined experience in our investment committee. Our investment team have extensive career backgrounds with independent investment companies and multi-national firms.

68
9

The number of staff who look after our clients on a daily basis. They have extensive industry experience and understanding behind them. Read more

1973

Our founding year. Originally set up more than 40 years ago in a small office outside Bristol. Today, with hundreds of clients, the office is based in a 17th Century converted barn in North Wiltshire. 

We aim to provide a consistent and high quality service to all of the 130 client families regardless of the size of their investments. Read more.

130
Our background
 
Financial Timeline

Each stage of our clients' lives often gives rise to very similar financial needs.

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What might your priorities be right now?

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30s

20s

40s

50s

60s

70s

80s

Lifetime of income and expenditure

The cost of living has a habit of increasing over one's lifetime.  We work closely with our clients to ensure that their investments grow sustainably, at a rate to suit them and to meet their ever-changing expenses.  

Helping dependents

We often see clients wanting to help dependendents at a time when annual expenditure is at its peak.  Drawing from investments is one way to support regular or one-off expenses. 

 
Our people

It’s reassuring to know you have a dedicated team monitoring your investments and managing your money. Our team has extensive experience and are able to provide a welcome degree of personal service in today's automated world.

Their particular strength is the ability to interpret our needs correctly and to explain the various options in a clear and immediately understandable way

Client since 1985, Professor - OBE

Keith Montgomery

Founder

Keith is the Company’s founder and has been at the centre of all work on behalf of clients for over 45 years. 

James Montgomery

Managing Director

Previously at Coutts private bank in London, James runs the business from day to day.

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Dominic Beddis

Investment Manager

Dominic is a Chartered Financial Planner and has previously worked at Barclays Wealth, Grant Thornton and other small IFAs.

Tracey Sluggett

Administration Manager

With over 25 years of experience with the company, Tracey's main responsibilities are client investment valuations and trading.

Rita Williams

Accounts Manager

Rita has built experience in management accounts, taxation and insurance over a 30 year career. Rita is responsible for administering all client and company accounts.

Ruth Ross

Administrator

Ruth works on both general administration and on the investment side assisting with client reports, investment research, trading and client analysis. 

Jen Witchell

Administrator

Jen has more than a decade's experience in financial services. Her daily responsibility lies with investment reports, placing trades and platform administration.

Joe Ross

Analyst

Joe was previously reading Maths at Cambridge University before joining us in 2016. He is primarily responsible for analysis of our clients' finances and investments as well as trading. 

Richard Colthorpe

Administrator

Richard has extensive experience of the pension and bond markets in particular and is responsible for client investment and tax analysis. 

Local specialists
Our partners
 

In addition to our in-house staff we work with a wider base of firms of tax specialists, accountants, lawyers and property agents. Working with other like-minded professionals ensures continuity and the best possible outcome for our clients.

 

Over the last 45 years we have chosen these specialist professionals based on their characteristics as being experts in their field, small independendent providers and providing value for money. 

 

For our family connections we help to provide clients with a breadth of services likening us to a family office. Read more about our services or contact us to arrange a meeting.