Team
With an average of 25+ years each in financial services, our close-knit team work together across all of our client accounts with a particular focus on personal service. Our investment committee members have built careers at the likes of Coutts, Barclays Wealth, Prudential, Brewin Dolphin and Merrill Lynch, while our Administration team has 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
-
James Montgomery
MANAGING DIRECTOR
James is responsible for running the company, coordinating day-to-day operations and new business. James is a member of the Investment Committee.
-
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.
-
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.
-
Peter Geikie-Cobb
HEAD OF INVESTMENT RESEARCH
Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.
-
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.
-
Ruth Ross
HEAD OF ADMINISTRATION
Ruth coordinates all aspects of our client administration, from reports and statements to opening new client accounts and investment dealing.
-
Joe Ross
ANALYST
Joe is responsible for the analysis of our clients’ investments and their broader finances. Joe coordinates our quarterly investment committee and is involved in our new digital investment service.
-
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.
-
Jen Witchell
ADMINISTRATOR
Jen is part of our administration team, responsible for placing investment trades, preparing client investment reports and liaising closely with platforms on behalf of clients.
-
Sarah Boardman
ADMINISTRATOR
Sarah works on our administration team and handles client trades, quarterly statements and ensures we maintain accurate financial records.
-
Tracey Sluggett
ADMINISTRATOR
Tracey has been part of our team for over thirty years and has extensive experience of all aspects of our operations.
