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

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

Take the stress out of your 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 specialist contractors and award-winning designers to choose from so you can enjoy creating a home from start to finish.

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

Children and grandchildren are invited to invest, starting small with ready-made portfolios to build responsibility and respect for money. A Montgomery adviser is on hand when needed.

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

We work with exceptional lawyers and accountants in the South West to create bespoke structures, involving younger family members where appropriate.

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 agencies that suit your mood with flight charters, itineraries and catering all taken care of.

When life is complicated, having a trustworthy and reliable team can make all the difference. We can arrange introductions to freelance personal assistants, domestic staff agencies and concierge services for short notice tickets.