Montgomery Wealth
r e a d y - m a d e p o r t f o l i o s
Effortless investing
Expertly managed
Coming Winter 2025
£110m
50+ years
assets under
management
established
1973
120
2nd
generation
family business
client
families
Want to work with us?
View current vacancies on our careers page
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. 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.
Investing
But not as you know it
Little and often, you want to get your money working.
We provide ready-made investments for you. Montgomery Wealth Accounts are non-advised, meaning you select one of three pre-prepared Montgomery portfolios yourself.
Portfolios start from £1,000 for family of Montgomery Associates clients, and £10,000 for new clients. We invest your money for you while you check in when you want.
Low minimum investment. Simple fees. No fuss.
Straightforward
Fill out your details, choose your risk profile, then select one of our three ready-made discretionary investment portfolios.
Managed by our expert Montgomery team with an impressive track record, we use our decades of experience to spread your money around the world, investing in high-quality funds we know inside and out.
Hands-on
Get as involved as you like. Log in to follow the investments we have chosen for you and their performance, arrange monthly pay day top-ups or make withdrawals to your bank account when you need.
Experts on side
Finance isn’t for everyone, so it helps to have experts on side. We send you a welcome pack when you join us, and provide useful resources online for you to refer to. If you need financial advice in the future we can provide this for a separate charge.
We’ve been helping people to save, invest and grow their money for more than 50 years.
Montgomery Wealth Accounts will be available to family members of existing Montgomery Associates clients and client referrals. Those new to Montgomery will also be able to apply for an account.
If you need help with your investments before we launch in Autumn 2025, visit Montgomery Associates.
