Clients

Welcome

A Montgomery client gets much more than just investment management. Independent advice, long-term planning and peace of mind are all part of the service.

Trying to make sense of the media hysteria?
You will want sign up to our 3-minute Market Update newsletter.

Can’t tell your CGT from your ESG?
Try our Glossary with its snappy descriptions, or our easy-to-understand Tax page.

Want to engage your grandchildren with sensible financial habits?
Visit our Fluent in Finance page, dedicated to sessions we run for secondary school students.

Contact us today to find out how we can help you.

“I am very appreciative of your patience, your expertise and your hard work on my behalf.

I am reassured that I am in the right hands.”

Grandmother, head of three-generation client family, summer 2025.

  • Fluent in Finance

    Read about our Fluent in Finance lectures for students at Bryanston school in Dorset in May & June 2025

    Bryanston

  • Intergenerational

    Our talk in February 2025 was on the topic of Intergenerational Wealth, held at the Hinton Workspace in Dorset.

    Hinton

  • Articles

    Useful articles and relevant market commentary to help you understand how global events impact you.

    Articles

  • Login

    As a Montgomery client you can view all of your finances in one secure place on our Personal Finance Portal (PFP).

    PFP Login

  • Investor Info

    Model Portfolio Service (MPS) clients can download Fact Sheets and Key Investor Information Documents (KIIDs).

    Investor Information

  • For your children

    Montgomery Wealth is dedicated to educating and advising your children and grandchildren. Coming in 2025.

    Montgomery Wealth

  • Instagram

    Follow us on Instagram @montgomery_wealth for practical financial advice and investing tips.

    Follow us

  • Tax

    Tax-free allowances have changed. Could your investments now be affected by Capital Gains Tax?

    Tax

  • Fraud

    Find out how you can protect yourself from fraud and scams. We offer guidance and support.

    Fraud

  • Glossary

    The world of Finance is notorious for its use of jargon. Read our easy-to-follow Glossary.

    Glossary

  • Transact

    If you have a Transact account, you can download reports, tax certificates and statements here.

    Transact