Invest
Financial Freedom
Investing with Montgomery Wealth is easy.
Little and often, you want to get your money working for you to grow over time.
We offer our own expertly-managed investment accounts aligned with a handful of pre-prepared risk profiles. You can answer a few questions about your prior experience, choose your own risk level from just a handful of easy-to-understand options, then open an account and select one of our three ready-made portfolios. Our team invest your money for you while you keep track of your portfolio as and when you want.
Low minimum investment. Simple fees. No fuss.
Our self-invest service will initially be available to family members of existing Montgomery Associates clients as well as client referrals.
This service will be available in 2025, but if you are looking for help with your investments now, take a look at Montgomery Associates.
Straightforward
Fill out your details, choose the risk profile that suits you, then open an account and select one of our Model Portfolios.
Managed by our expert investment team with decades of experience, we spread your money around the world, investing in high-quality funds we know inside and out.
Hands on
Get as involved as you like. Login 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.
Earned trust
Finance isn’t for everyone, so it helps to have an expert by your side.
We’ve been helping people to save, invest and grow their money for more than 50 years.