Montgomery Wealth
Invest
Coming Autumn 2025
Investing
But not as you know it
Little and often, you want to get your money working.
We provide ready-made investment accounts for you. Answer a few questions and select one of three pre-prepared Montgomery portfolios. We invest your money for you while you check in when you want.
Low minimum investment. Simple fees. No fuss.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
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.
No out-sourcing. No third-party investment company. Just us.
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.
Expert on side
Finance isn’t for everyone, so it helps to have an expert by your side. We send you a welcome pack when you join us, and have advisers on standby to help as and when.
We’ve been helping people to save, invest and grow their money for more than 50 years.
Montgomery Wealth will initially be available to family members of existing Montgomery Associates clients and client referrals.
If you need help with your investments before we launch in Autumn 2025, visit Montgomery Associates.
