Wealth Management for private clients and their families since 1973

£105m

50+

Assets Under Management

established
1973

120

2nd

client
families

generation
family business

Gilt Crunch

Autumn budget set for 26th November 2025

Back to School

Calculators to help crunch the numbers

1/9/25

New

3/9/25

New

Independent

We are a second-generation family business offering discretionary investments and independent advice, based in Wiltshire and Dorset.

With a 50 year history, we help clients and their families to invest in their future.

“Over three decades I have always found the team extremely well informed, approachable and committed to providing the best support and advice to us as a family.”

Multi-generational clients since 1992

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50

years

1973 - 2023

In 2023 we celebrated 50 years of Montgomery Associates.

Over the last five decades many market cycles have run their course and although the landscape has shifted a great deal some things never change.

As the next generation has grown, we too have evolved and developed our service to meet the needs of our clients and their families.

You can find out how the company started during one of the worst market crashes in recent memory and read letters from our archive.

“We both much appreciate the work you have done for us so far - not only in the advice you have given us but the friendly and empathetic way you have understood our circumstances.”

Clients since 2022