Montgomery Charles Wealth Management
8 Wicker Hill, Wiltshire, United Kingdom
About Montgomery Charles Wealth Management
Montgomery Charles Wealth Management is a leading and highly respected establishment in the financial industry, offering unparalleled expertise and personalised financial advice to its clients. Located in the heart of Trowbridge, its state-of-the-art offices boast a sleek and modern design, reflecting the institution's innovative approach to wealth management.
At Montgomery Charles Wealth Management, clients can expect a comprehensive range of financial services tailored to their unique needs and goals. With a team of expert advisors boasting extensive knowledge and experience in investment management, tax planning, retirement planning, and more, clients can rest assured that they are in good hands.
One of the institution's core principles is its commitment to providing transparent and ethical financial advice. The team at Montgomery Charles Wealth Management conducts business with the utmost integrity and always puts the interests of their clients first. This philosophy has contributed to the institution's reputation as a point of interest for those seeking trustworthy and reliable financial advice.
Beyond the exceptional levels of service and expertise, Montgomery Charles Wealth Management is also committed to fostering long-term relationships with its clients. By taking the time to understand each client's unique circumstances and financial aspirations, the institution's team of advisors can provide truly personalised advice and ongoing support.
Overall, Montgomery Charles Wealth Management is a premier establishment in the world of finance, offering a comprehensive suite of services delivered by a team of expert advisors who put their clients' interests first. Conveniently located at 8 Wicker Hill in Trowbridge, this institution is a point of interest for anyone seeking unparalleled financial advice and support.
Photos of Montgomery Charles Wealth Management
8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom
Opening hours of Montgomery Charles Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Montgomery Charles Wealth Management
"We have been working with Dan Alder and Montgomery Charles for just over 18 months now after considering a number of Dental Specialist IFAs. With a successful private dental practice and a growing family, we needed sensible, joined up advice on our personal and business finances, both for now and for planning for our future. Dan has proven to be extremely knowledgeable and meticulous in the planning and presentation of our various options. There has never been any pressure to make decisions until we are fully informed and comfortable with where we are heading. Dan has very much delivered on all that he has promised and exceeded our (very high) expectations. I would have no hesitation in recommending Dan and his team."
"We recommend Montgomery Charles to our clients who need wealth management advice when it comes to investing the proceeds of the sale of their dental practice. The team at Montgomery Charles are experts in a very specialist field."
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