Montgomery Wealth

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

Invest

Coming in 2026

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffett

Montgomery Wealth is a pioneering service created by Montgomery Associates, our 50 year family wealth management business.

Simple. Whether you’re new to finance or an experienced investor, getting started is quick and straightforward.

Ready-made. Choose one of our professionally managed portfolios, add or withdraw money when you need and keep track at your own pace.

Expertly managed. Our team actively manages your portfolio, adjusting to global events and economic trends for you.

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Good to know

  • Non-Advised

    Montgomery Wealth Accounts are a non-advised investment service by default.

    This is important, because it means that you are selecting your risk profile and choosing from a set of ready-made investment portfolios yourself, without a financial adviser’s recommendation.

  • Discretionary

    Our Investment Committee manage your investments for you on a discretionary basis.

    This means that when you sign up you are delegating investment decisions to us, rather than having to make them yourself.

  • Managed by experts

    Your portfolio is actively managed by our in-house investment committee who look after £125 million of clients’ investments.

    You’ll be using our Montgomery Portfolio Service (MPS).

  • Family & Referrals

    As a 50-year family business, we are firm believers in longevity and we’re proud that over half of our clients have been with us 20+ years.

    Clients of Montgomery Associates can invite their family as well as introduce friends by making a referral.

    If you are new to Montgomery, we would be pleased to hear from you. Contact us.