Services Overview

From sophisticated all-encompassing wealth management to straightforward accounts.

1

A sophisticated combination of investments and advice with a financial planner at your side.

Portfolios from £500,000 to £5m.

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.
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A straightforward investment-only service with a portfolio recommended by a Montgomery adviser.

Portfolios from £10,000 to £500,000.

Managed in-house and on a discretionary basis, three portfolios have been designed specifically to suit our clients’ attitude to risk.
Your portfolio is recommended by our adviser 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.
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