With 50+ years of experience in family wealth management, discretionary investments and tax-efficient structures are at the very centre of our service. Our performance is impressive and our investment style is forward-thinking. We spread risk around the world across multiple asset classes, from AI to commodities in funds we know inside and out.

We help you to hit the ground running with search agents, conveyancing solicitors and land agents to take the pain out of property acquisition.

We can even introduce removal companies well-versed in larger houses and delicate collections.

Reduce the stress of your renovation project with an architect and building team you can trust, and interiors and gardens that stand out from the crowd.

We present a short list of award-winning contractors and designers to choose from so you can enjoy creating your home from start to finish.

Protecting family wealth goes far beyond investments.

Our connections with leading solicitors in the South West provide access to exceptional legal expertise — from commercial property and conveyancing, to trusts, wills and Lasting Powers of Attorney. We work with lawyers who understand the complexities of multi-generational family wealth.

The impact of charitable initiatives can be powerful and enormously rewarding, however creating a lasting legacy takes planning and thought.

We work with lawyers and accountants who can create bespoke structures, involving younger family members where appropriate.

Treasured assets require more than a standard policy.

Having a specialist on side when it matters most can make all the difference — someone who understands the intricacies of high-value assets, collectables and property.

Financial education is key to the transition of wealth. At our Fluent in Finance sessions, we teach the basics of good financial habits, the power of compound growth and the pitfalls of credit and debt.

Children and grandchildren are invited to invest, starting small with ready-made portfolios to build a responsible attitude to money with a Montgomery adviser on hand when needed.

Art and antique consultants are a phone call away, while classic and sports cars are a passion of ours.

Having specialist buying advice for off-market deals or an expert by your side to help restore your barn-find project makes the journey a pleasure.

Whether you prefer wandering through souks or off-piste adventures, we introduce you to an agency that suits your mood and budget.

Flight charters, itineraries and catering are all built in to make your trip an unforgettable experience.

When life is busy, having a trustworthy and reliable team can make all the difference. We can arrange introductions to freelance personal assistants and domestic staff agencies — even high-end care for relatives who need an extra hand at home.