Team
We are a close-knit team, working together across all of our client family groups with a keen eye for personal service. Our clients tell us time and again how reassuring it is to have friendly and professional people on their side who are dedicated to acting in their best interests.
Our investment committee members have built careers at the likes of Coutts, Barclays Wealth, Prudential, Brewin Dolphin and Merrill Lynch, while our administration and accounts team have a host of experience working for investment platforms, IT consultancies and insurance syndicates.
“Your efficiency and exemplary customer service have not gone unnoticed.”
Solicitor administering client estate, 2024
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James Montgomery
MANAGING DIRECTOR
James is responsible for running the company, its long-term strategy and new business. James is a member of the Investment Committee.
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Dominic Beddis
HEAD OF INVESTMENTS & FINANCIAL PLANNING
Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances. Dominic heads up the Investment Committee.
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Keith Montgomery
DIRECTOR
Keith founded Montgomery Associates in 1973 and has been at the centre of all activity for over 50 years. Keith is a member of our investment committee.
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Peter Geikie-Cobb
HEAD OF INVESTMENT RESEARCH
Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.
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Rita Williams
HEAD OF ACCOUNTS
Rita is responsible for the company’s accounts, daily bookkeeping, pensions and PAYE as well as working closely with our external auditors.
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Ruth Ross
CLIENT SUPPORT MANAGER
Ruth manages our client support service, coordinating the team delivering our bespoke reports, account operations and investment dealing.
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Joe Ross
OPERATIONS MANAGER
Joe coordinates the company’s infrastructure and operations, alongside client support and compliance. Joe is a member of our investment committee and is involved in developing our new digital investment service.
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Seb Johnston-Brown
ASSOCIATE WEALTH MANAGER
Seb advises clients on investments and financial planning, and is a member of the Investment Committee. He is involved in our responsible investment strategy and the evolution of our new digital investment service.
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Jen Witchell
CLIENT SUPPORT ASSOCIATE
Jen is part of our client support team, responsible for placing investment trades, preparing client investment reports and liaising closely with platforms on behalf of clients.
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Sarah Boardman
CLIENT SUPPORT ASSOCIATE
Sarah works on our client support team and handles investment trades, reports and statements and ensures we maintain accurate financial records.
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Tracey Sluggett
CLIENT SUPPORT ASSOCIATE
Tracey has been part of the Montgomery team for over thirty years. Today she works on our client support team and has extensive experience of client family groups.
