Montgomery Wealth

Effortless investing
Expertly managed

Learn more

Coming Autumn 2025

£100m

50+

assets under
management

established
1973

120 2nd

generation
family business

client
families

From our family to yours

Montgomery Wealth is dedicated to the next generation of investors — those building their career, climbing the property ladder or raising a family.

For over 50 years, we have helped families to manage and preserve their wealth.

Today, Montgomery Wealth makes it simple for the next generation to invest with confidence.

From the team at Montgomery Associates, we are a second-generation family Wealth Manager in Wiltshire and Dorset.

Learn more

Follow us on Instagram

@montgomery_wealth

Montgomery Wealth

Effortless investingExpertly managed

£100m

50+

120

2nd

From our family to yours

Follow us on Instagram

Navigate

Effortless investing
Expertly managed