Our clients

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Clients approach us because they need advice on their finances and to manage their investments. It’s an important part of their lives and requires discretion and trust. Clients welcome our ability to provide them with a framework for future financial security in an uncertain world.

Looking back at what you have achieved for me is close to a miracle. When I first came to you I geniuniely thought my pension was never going to be as good as it eventually turned out to be. Thank you. 

Client since 1982

Why choose us?

We are often approached by those who either lack the time to manage their money themselves or choose to leave the admininstration of their finances to others.  Our focus is on building long-term relationships.  The quality of service we provide is at the centre of everything we do, going beyond what clients expect and never forgetting whose money we are investing.

 

Typically a prospective client would have upwards of £250,000 of investable assets.  Where children or close relatives of existing clients are concerned the combined wealth of the family is considered. 

Testimonials
 

Find out how we've helped our clients over the years.

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"During our fifteen-plus years with Montgomery Associates, we have continuously felt, (even though our investments are relatively small), that our interests have always been given priority and the personal touch. We have always felt like valued customers and been offered sound advice on our finances, without any aggressive pressure to comply, so often experienced with other advisers. Thank you to the Montgomery Associates team and here’s to the next fifteen years!"

Client since 1999, self-employed designers

Investments and pension advice

We have continuously felt that our interests have always been given priority and the personal touch

Clients since 1999

"It was quite by chance that I was made aware of the existence of Keith Montgomery Associates when they advised my late mother in law enabling her to maximise her assets and ensure that her final years were passed in comfort. I was so impressed with their expertise that I asked them to take over the management of my assets from another highly reputable adviser. I have never regretted doing so. In fact their services are now benefiting three generations of our family who have now sought advice over the full range of their services. Quite apart from their courteous and friendly service their particular strength is the ability to interpret our needs correctly and to explain the various options in a clear and immediately understandable way."

Client since 1985, Professor - OBE

ISAs, SIPPs, VCTs, Pensions, Life Assurance and estate planning

A proven record of prompt, effective and personalised  financial advice to me and my family over 30 years

Client since 1985

"My wife and I were extremely pleased to receive your letter with the very encouraging statement of account despite the appalling backdrop of economic recession. Your weighting of the global investments was clearly a wise move with strong returns during the current climate. We are thrilled with your handling of our investments."

Client based in Salisbury

Investment portfolio and stocks and shares ISA

Your weighting of the global investments was clearly a wise move with strong returns during the current climate

Client based in Salisbury

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"Since 1993 Keith Montgomery Associates have taken care of the finances of both my husband and me. We have always had great confidence in the advice and services they have provided. Unfortunately my husband died in 2012 but Keith was there to guide and provide me with the support I needed at that time. They care about their clients, particularly me."

Client since 1993

Investments and Financial Advice

We have always had great confidence in the advice and services they have provided

Client since 1993

I appreciate that you have been a great help to my parents in managing their investments and I hope you will continue to be a source of sage advice to my sister

Second generation of clients

Stocks & shares ISAs and portfolios

I would certainly recommend your services to both friends and family.

New client since 2013

Retired, Oxford

"I have received very good treatment from all at KMA.  Most importantly, you are sensitive to a client’s ethos and expectations. Good advice, but no forcing of the way you think things ought to be done.  I would certainly recommend your services to both friends and family."

Client since 2013

Consolidation of Investments

They have taken great care to get to know me as a client.

Client since 2010

Aged 29, Psychologist, Scotland

“I have held investments with Montgomery Associates for five years. During this period, they have taken great care to get to know me as a client and my needs in terms of investment performance. These have changed considerably over time, but have always been responded to quickly and I have benefited greatly from the advice that has been offered. I have always been kept up to date with developments, and been confident in their ability to manage the investments to provide me with security and meet my immediate aims.”

Client since 2010

Aged 29, Psychologist at the NHS, Scotland

Investments and financial advice

 

We aim to provide a consistent high quality service to all of our clients regardless of the size of their investment. 

 

Clients of ours can expect to call our office at any time and be sure that they will hear a familiar voice at the end of the line; someone who knows them well and understands their financial arrangements inside out.