Montgomery Financial
About the Business
Welcome to Montgomery Financial, your trusted financial and insurance agency in Raunds, United Kingdom. Our establishment is located at Unit 2 Enterprise Centre, Michael Way, Warth Park Way, providing easy accessibility to our clients for all their financial needs.
At Montgomery Financial, we are committed to providing you with the best-in-class financial and insurance services. We understand that managing finances can be overwhelming, and that’s where our team of experts comes in. Our team comprises experienced and qualified professionals who have in-depth knowledge of the local and global financial markets. We provide tailor-made solutions to our clients that fit their unique financial goals and aspirations. Our clients trust us because we put their interests first and work towards achieving their financial objectives.
We offer a range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and more. We also provide insurance policies that cater to your specific needs, such as life insurance, car insurance, home insurance, travel insurance, and more. Our aim is to provide our clients with comprehensive solutions that take care of their financial wellbeing.
Our establishment is a point of interest in the Raunds area, and we are renowned for our excellent customer service. We take pride in our relationships with our clients and strive to maintain long-term partnerships. We believe that trust and transparency are crucial, and we work hard to ensure that our clients are always kept informed about their financial status.
If you’re looking for a reliable financial and insurance agency in Raunds, look no further than Montgomery Financial. Contact us today to schedule a consultation, and let us help you achieve your financial goals.
Photos
Location & Phone number
Unit 2 Enterprise Centre, Michael Way, Warth Park Way, Raunds NN9 6GR, United Kingdom
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 7:00 PM
Saturday:
11:00 AM - 3:00 PM
Sunday:
Closed
Reviews
"Charles has been superb in finding me the best mortgage for my needs in a difficult market. His communication and follow up have been fantastic, he has kept me up to date every step of the way. I would have no hesitation in recommending to family and friends for all financial needs."
"Once you have used Charlie, you'll never use anyone else, why would you? Charles has just saved my bacon as his expertise saw the effects of current crisis and was able to react to the situation prior to the development itself!!!!! He was looking through a crystal ball!!! He had my back and did the absolute best by me and my son, now let him try and do the same for you ;) Try anything once is what I've always said and I'll never regret trying the services of this great man, quite the contrary, I'll always be grateful our paths crossed all those years ago as I now have security for the future, certainly where my mortgage is concerned. Thanks Buddy."
"We are first time buyers who had a great experience with Charles Green from Mantgomery Financial. Charles provided a friendly, supportive, honest and professional mortgage advice and helped us to secure a great mortgage and home/life insurance deal in a turbulent market. He managed the entirety of our application in a thoroughly professional manner, helping us to understand what mortgage options we could realistically afford in terms of our budget. The application was accepted successfully after submission. We are both very grateful for Charles for his hard work into helping us with our application. We recommend him."
"Charles has always provided me with fantastic service having initially dealt with my residential mortgage and then buy to let and having then remortgaged both when my fixed terms came to an end. I never have to worry about my mortgages as I know when the time comes Charles will proactively get in touch and complete everything for us getting the best rates possible and making it all a stress free process! I have used Charles as my mortgage advisor since 2018 and highly recommend him to anyone needing to find the best mortgage deals out there for both residential and buy to let. Thank you for all of your help Charles!"
"An excellent service! I was recommended Charles by a good friend and am so glad I got in contact! As a first time buyer and someone who didn’t really no what the process was he took the time to explain how everything works and no question was a stupid one! I was delighted to receive my “Congratulations” email it really meant a lot to have got to the point of being able to buy my own house and have Charles to thank for his support in the mortgage process. I have had a really good experience with Charles and would highly recommend him, he is reliable, friendly, helpful and has your best interests at heart. He truly knows what he is doing! Thank you!"
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