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Launching in 2025

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In your world

We help clients to understand finance.

Montgomery Wealth is a service dedicated to people building their career, climbing the property ladder or raising their 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, coordinating day-to-day operations and business development.

  • 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

    ANALYST

    Joe is responsible for the analysis of our clients’ investments and their broader finances. Joe coordinates our quarterly 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, we are delighted she has returned on a part-time basis in 2024.