Montgomery Charles Wealth Management - Trowbridge

Address: 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom.
Phone: 1225777999.
Website: montgomerycharles.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Montgomery Charles Wealth Management

☎️1225777999

⏰ Open Hours of Montgomery Charles Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Montgomery Charles Wealth Management

Con sede en Trowbridge, Reino Unido, Montgomery Charles Wealth Management es una empresa de gestión financiera con más de dos décadas de experiencia en brindar servicios de planificación financiera de alta calidad. La empresa se encuentra ubicada en 8 Wicker Hill, Trowbridge BA14 8JU, United Kingdom, lo que la hace accesible para clientes de la región.

Para contactar con Montgomery Charles Wealth Management, puede llamar al teléfono 1225777999 o visitar su página web en montgomerycharles.co.uk.

Especialidades

Los especialistas de Montgomery Charles Wealth Management ofrecen servicios de planificación financiera personalizados, incluyendo:

Planificación financiera
Asesoramiento de inversiones
Planificación de jubilación
Asesoramiento de seguros

Características

Montgomery Charles Wealth Management se destaca por su enfoque personalizado y su compromiso con la atención al cliente. La empresa cuenta con un equipo de expertos en finanzas que trabajan estrechamente con sus clientes para entender sus necesidades y objetivos financieros. Algunos de los beneficios de trabajar con Montgomery Charles Wealth Management incluyen:

Acceso a una amplia gama de productos y servicios financieros
Asesoramiento personalizado y adaptado a las necesidades de cada cliente
Acceso a una red de expertos en finanzas y seguros
Seguimiento y evaluación regular de los planes financieros

Otros datos de interés

La empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y un baño accesible. Esto garantiza que los clientes con necesidades especiales puedan acceder y utilizar sus servicios sin dificultades.

Opiniones

Montgomery Charles Wealth Management ha recibido opiniones muy positivas de sus clientes. Algunos de los comentarios destacan la excelencia del servicio, la atención personalizada y la confianza que se genera con la empresa. A continuación, se muestra un ejemplo de cómo se ha expresado la satisfacción de algunos clientes:

“Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.”

“Mike Marigold and the excellent team at Montgomery Charles have advised me and managed my financial affairs for nearly three decades. Their care and attention to detail is confidence inspiring and I have full trust in them.”

Media de opinión

Según las opiniones recogidas en Google My Business, la media de opinión de Montgomery Charles Wealth Management es de 5/5. Esto refleja la alta satisfacción de los clientes con los servicios y la atención que reciben de la empresa.

Recomendación final

Si está buscando una empresa de gestión financiera confiable y experta, Montgomery Charles Wealth Management es una excelente opción. Con su enfoque personalizado y su compromiso con la atención al cliente, la empresa está diseñada para ayudar a sus clientes a alcanzar sus objetivos financieros. Visite su página web en montgomerycharles.co.uk para obtener más información y contactar con ellos para discutir cómo pueden ayudarlo a planificar su futuro financiero.

👍 Reviews of Montgomery Charles Wealth Management

Montgomery Charles Wealth Management - Trowbridge

dai

5/5

Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.

Geraint J.

5/5

Mike Marigold and the excellent team at Montgomery Charles have advised me and managed my financial affairs for nearly three decades. Their care and attention to detail is confidence inspiring and I have full trust in them. The work they do for me helps to ensure I can continue to do the things I enjoy.

alexDAMONIATOR 4.

5/5

We recently had a talk from James for Pension Awareness Week. Our staff found it really beneficial and would love to invite James back for a similar event in the future. Really great pension advice etc.

Brian S.

5/5

We have been with Montgomery Charles for a number of years now and we stay with them due to the professional yet friendly attitude to clients and the willingness to work around our diaries.

The performance of our funds has been remarkable and this is another reason we would not be considering change. Due to the expertise Mike hase built up with Montgomery Charles, you do not feel one person is pivotal in decision making and this experience has shown MC managed funds alway beat market expectation and other larger fund managers.

I would have no hesitation in recommending Montgomery Charles as an independent financial advisor.

Glenis R.

5/5

We have entrusted the management of our finances to Montgomery Charles for 12 years and we have been delighted with the outcome as the advice we were given gave us the means to retire and we seem to have weathered several financial events relatively unscathed. They helped us to set achievable goals and invest in ethical products - we particularly like the You Give We Give scheme whereby our chosen charities receive much needed funding even in the leaner years.

Everyone at Montgomery Charles is friendly, professional and well-trained so that investing through them can be approached with confidence and the assurance that all are treated as individuals. We always look forward to our review meetings and hope to maintain our relationship with them for many years to come.

Jenny J.

5/5

Just had our annual review meeting with Mike Marigold. Very thorough and reassuring. The performance of our investments this year has been excellent. I can thoroughly recommend Montgomery Charles.

Jo T.

5/5

We were recommended Montgomery Charles services by a family member, we have now used their services for investment advice for just over two years. Communication is clear and concise through either phone conversation or emails. Meetings with your financial advisor are professional but friendly putting you at ease and explaining processes and fund performances well. Actions required are also completed quickly and efficiently. I would definitely recommend Montgomery Charles to anyone looking for investment and financial advice.

Kerry T.

5/5

Mike and his Team at Montgomery Charles have delivered excellent advice for over 20 years to my Wife and I. His holistic approach ensures he and his Colleagues really understand our situation and requirements. Advice and encouragement made a massive difference to the Financial strength gained for my last 10 years in Dental Practice - he now embraces the requirements of Retirement! I am delighted to see his Company develop whilst never loosing the Personal contact. My only regret - I should have met Mike 30 years ago!