Services Overview
From sophisticated all-encompassing wealth management to straightforward accounts.
1
Bespoke
Service
A sophisticated combination of investments, advice and financial planning.
Portfolios from £500,000 to £5m.
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Our flagship service, comprising discretionary investment management, independent advice and financial planning.
We set out an achievable plan while making your finances easy to understand, helping you to navigate your way through the complex world of investing, inheritance tax and pensions.
Portfolios are constructed around our clients and their attitude to risk, taking into account specific requirements be it capital growth, a reliable income or a blend of the two. Our portfolios are all managed in-house and coordinated by our investment committee.
2
Montgomery Portfolio Service
A straightforward investment-only service with financial advice available as and when.
Portfolios from £10,000 to £500,000.
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Managed in-house and on a discretionary basis, three portfolios have been designed specifically to suit our clients’ attitude to risk.
Your portfolio is selected to reflect your investment time horizon, experience and objectives.
We invest in a broad range of diversified global assets across multiple sectors and currencies, managed and reviewed regularly by our Investment Committee.
Financial advice is available as an optional add-on as and when you need it.
3
Coming
Autumn 2025
Montgomery
Wealth
A pioneering way of investing with ready-made portfolios for the next generation of investors.
Portfolios from £1,000.
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Little and often, you want to get your money working.
We provide our own ready-made investment accounts for you to choose from. Answer a few questions and select one of our three pre-prepared Montgomery portfolios. We invest your money for you while you check in when you want.
Low minimum investment. Simple fees. No fuss.
Calculators
The power of Compound Interest and Retirement Income forecasts. Try our online calculators and run your own scenarios.