Montgomery Wealth

Forward-thinking investments and practical advice

Coming in 2025

Accessible and relevant.

We offer forward-thinking investment portfolios and practical financial advice.

Montgomery Wealth is dedicated to young clients who are building their career, growing a business, climbing the property ladder or raising their family. If you want to invest for the first time or plan for your future, we can help.

From the team at Montgomery Associates, we are a second-generation family Wealth Manager investing £100 million for clients and their families, based in Wiltshire and Dorset.

Follow us on Instagram

@montgomery_wealth

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View fullsize What does a Family Wealth Manager do? @montgomery_wealth we’re independent, family-owned and not tied to a parent company or any third party. We offer financial advice, discretionary investments - managed by our in-house team of experts - and w
View fullsize Does your family’s plan need a refresh? Get an expert on side @montgomery_wealth —> Link in bio We’re an independent family business helping families across Wiltshire, Dorset and Somerset to manage their finances, invest their
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View fullsize Heard of ‘Pound Cost Averaging’? (You’ll want to save this for later) Do you save or invest each month? Little and often, or see what’s left after everything else, or maybe only when you remember… Working routines into
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