At a glance
Family Wealth Management
We are a second-generation family business helping families to manage their finances, plan for the future and invest their wealth.
We offer a rare combination of discretionary investment management and independent financial advice, managing £100m for clients from our offices near Bath and Shaftesbury.
“I felt very supported and in safe hands
I especially appreciated the sense of personal connection and relationship that being a Montgomery client gave me”
Clients 2024
You and your family
Which service suits you?
Designed to suit each generation, from grandparents to children to grandchildren.
Bespoke Service: our flagship all-inclusive service comprising investments, independent advice and holistic financial planning.
Portfolios from £500,000 to £5m. Read more.Model Portfolio Service (MPS): our investment-only service, keeping things simple, managed by our experts.
Portfolios from £10,000 to £500,000. Read more.Next Generation Service: an investment-only service for the youngest members of your family who are getting started.
Portfolios from £5,000. Read more.Independent Financial Advice: available as and when clients need it, included in most cases under our Bespoke Service or as an option under our investment-only services.
Order out of chaos
Unhinged stock markets and a dramatic Autumn Budget have challenged many families to question which way to turn from here. Having a trusted adviser with a holistic approach is invaluable at times like these.
Meetings with the Montgomery team can cover every element of your finances - we translate jargon like CGT, IHT and SIPPs, and we take care of year-end tax certificates for you. If your finances are complicated you can leave it to us to create a sense of order, whatever your personal or family situation - we work closely with some of the best lawyers, accountants and tax specialists in the south west to suit all budgets.
Investing should be for everyone. Because we’re independent and family-owned, we don’t have external shareholders to flatter or ambitious sales targets to meet. We’re a diligent, friendly and approachable team, putting our clients first and helping each family member in the context of their circumstances and stage of life.
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Portfolios actively managed in-house, run by our investment committee. With a 50+ year track record, we’ve seen our share of dramatic Budgets and US Presidencies so we know how to adapt to a changing economic environment.
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Navigating changing tax rules and making recommendations relevant to your stage of life. We set out an achievable financial plan, addressing current and future scenarios to help to preserve and grow your wealth.
What does it cost?
Simple and competitive fees
Our investment-only services range from 0.50%-0.75% per year. Our flagship all-inclusive Bespoke Service starts at 1% per annum, reducing to 0.5% for sums over £1m.
Financial Advice is included in most cases under our Bespoke Service, and is charged either at an hourly rate or fixed price as an option under our investment-only services. Our financial advice is priced clearly and with no hidden extras.
Our initial fees range from 0.5% to 1% depending on the service you choose, and whether you need an assessment of your broader finances with recommendations and advice built-in.
Platform and Fund Manager fees vary, depending on investment size and fund selection.
View worked fee examples for our Bespoke Service and investment-only services.
Remember that your capital is at risk when investing, and all investments come with some degree of risk. Past performance should not be relied upon as a guide of future performance.
Montgomery Wealth
Coming in 2025: forward-thinking investments and practical advice.
Dedicated to young clients building their career, growing a business, climbing the property ladder or raising their family.
