Clients

Welcome

Clients can log in to their personal finance portal to view valuations, subscribe to our Market Update Articles, view a Glossary of financial terms and more.

  • 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

  • Instagram

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

    Follow us

  • For your children

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

    Montgomery Wealth

  • Seminars

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

    Hinton Talk

  • 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