Services Overview
From straightforward accounts to sophisticated wealth management and Family Office services.
1
Montgomery
Bespoke
Service
A sophisticated combination of investments and advice with a financial planner at your side.
Portfolios from £500,000 to £5m.
2
Montgomery
Portfolio
Service
A straightforward investment-only service with a portfolio recommended by a Montgomery adviser.
Portfolios from £150,000 to £500,000.
3
Coming
Winter 2025
Montgomery
Wealth
Non-advised
A pioneering way of investing for the next generation with three ready-made portfolios to choose from.
Portfolios from £1,000. Learn more ↗
4
Montgomery
Family Office
Personalised wealth management opening doors to a world of possibilities.
Portfolios from £5m.
Calculators
The power of Compound Interest and Retirement Income forecasts. Try our online calculators and run your own scenarios.