Wealth Management for private clients and their families since 1973
£100m
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 crunch the numbers
New - 3/9/25
New - 1/9/25
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.
