Dominic Beddis FPFS

HEAD OF INVESTMENTS & FINANCIAL PLANNING

Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances.

With 20 years of financial services experience, Dominic joined Montgomery Associates in 2015 having built his career at Barclays Wealth, Grant Thornton and several other smaller Independent Financial Advice firms. Dominic studied Mathematics at Liverpool University where he achieved a First Class Masters degree with Honours.

Dominic helps clients to make their wealth work for them by protecting and growing the assets they have and ensuring they save and invest tax-efficiently. Dominic enjoys helping people to focus on their aspirations and how to achieve them.

Dominic heads the investment committee and is involved with the construction of investment portfolios and the underlying investments within them.

Dominic is married and kept busy outside of the office by his three sons. With the London Marathon and county level running under his belt, he has taken up CrossFit to keep fit.

Office: 01249 782871
Email: admin@montgomeryassociates.co.uk

Team

“I have greatly appreciated all the work that you have done for us over many years and all the support you have give us. We were all very grateful that the money was in such good hands. Dominic was exceptionally kind and supportive.”

Dominic Beddis FPFS

“I have greatly appreciated all the work that you have done for us over many years and all the support you have give us. We were all very grateful that the money was in such good hands. Dominic was exceptionally kind and supportive.”

Clients spanning two generations.