​​​​Montgomery Associates

Montgomery Associates, investment managers Bath, investment management Bath, IFA, near Bath, investment managers chippenham, investment management Chippenham, wealth managers Bath, wealth management Bath, wealth managers chippenham.

Discretionary Fund Management and Financial Advice since 1973

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                        A time for giving?

                        A time for giving?

                        A time for giving? We are all aware of the effect that the Coronavirus pandemic has had on the country’s economy and many of the population’s personal financial stability. You may have family members or friends who have been affected and want to do all you can to help them. If you find yourself in the fortunate position of being able to provide financial support to your loved ones, and your estate is likely to be subject to IHT on your death, Wansbroughs are here to ensure
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                        Keith Montgomery Associates Limited is authorised and regulated by the Financial Conduct Authority.

                        Registered Office: Tallut House, Yatton Keynell, Chippenham, Wiltshire SN14 7EL.

                        Registered in England No. 1107136

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