Montgomery Wealth

r e a d y - m a d e p o r t f o l i o s

Contact

Coming Winter 2025

Join our mailing list and you’ll be first to know when we go live.

If you want to enquire about investing now, send us a message and we’ll do our best to help.

Read about our bespoke wealth management services on our sister site, Montgomery Associates.

Want to work with us?

View current vacancies on our careers page

Careers ↗

In your world

We help clients to understand finance. No jargon, just keeping things simple.

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

Chances are, one of us has experienced exactly what you’re going through.

  • 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.

  • Dominic Beddis

    HEAD OF INVESTMENTS & FINANCIAL PLANNING

    Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances.

  • 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.

  • Seb Johnston-Brown

    ASSOCIATE WEALTH MANAGER

    Seb advises clients on investments and financial planning, and is a member of the Investment Committee.

  • 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.

  • Peter Geikie-Cobb

    HEAD OF INVESTMENT RESEARCH

    Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.

  • Keith Montgomery

    DIRECTOR

    Keith founded the company in 1973 and has been at the centre of all activity over five decades.

  • 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.

  • 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. Having taken a short career break, Tracey returned on a part-time basis in 2024.