CLIENT SUPPORT ASSOCIATE

Robbie is a member of our client support team and helps to deliver our new digital investment service - Montgomery Wealth - for the rising generation of clients’ families.

Robbie joined Montgomery Associates in January 2026, bringing over a decade of experience in financial services and client care, with a focus on wealth management and family office.

Outside of work, Robbie enjoys travelling, spending time outdoors, and finding new adventures whenever he can.

See also: www.montgomerywealth.co.uk