Montgomery Charles - fresh financial thinking. Tax efficiant financial planning advice to Certified Financial Planner (CFP) standards. Financial planning advice for dentists and dental practices
http://montgomerycharles.co.uk/
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montgomerycharles.co.uk | montgomerycharles.co.uk Reviews
https://montgomerycharles.co.uk
Montgomery Charles - fresh financial thinking. Tax efficiant financial planning advice to Certified Financial Planner (CFP) standards. Financial planning advice for dentists and dental practices
montgomerycharles.co.uk
Mike Marigold
http://montgomerycharles.co.uk/about/our-people/mike-marigold
What our clients say. Mike Marigold, CEO Montgomery Charles. A string of letters after your name may prove you have the technical knowledge to be a financial planner but as Mike Marigold’s clients will tell you, it is his ability to communicate clearly and provide perspective (allied to the highest industry qualifications) that makes his service exemplary. He is well acquainted with the workings of the NHS and how it directly impacts his clients. Not only does he grasp the distinct characteristics of...
Our people
http://montgomerycharles.co.uk/about/our-people
What our clients say. You can’t put a price on integrity and trust . The foundation stones for a strong relationship. Mike Marigold DipPFS, Cert (MP and ER). Tel; 01225 777999. Mike Duddridge DipFA MIFS. Tel; 01225 777999. Mob; 07979 125339. Email; mikeduddridge@montgomerycharles.co.uk. Tel: 01225 777 999 Email: advice@montgomerycharles.co.uk. Montgomery Charles Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority. Or by contacting them on 0800 023 4567.
News & events
http://montgomerycharles.co.uk/news-a-events
What our clients say. Montgomery Charles Host Seminar for Principal Dentists not to be missed! Top Strategies That Boost Your Retirement Income Whilst Making the Final Decade of Your Career Really Count. Mike Marigold: CEO, Montgomery Charles. Ray Goodman: Joint Managing Director; Goodman Grant Solicitors. Scott Gidman: Business Development Executive; MediEstates. BOOK NOW: Call Sarah on 01225 777999 or email her at sarah@montgomerycharles.co.uk. To confirm your place now! Thursday 19th May 2016.
What our clients say ...
http://montgomerycharles.co.uk/what-our-clients-say
What our clients say. What our clients say . My first encounter with Mike Marigold was at his dynamic and informative presentation as part of a B.D.A. Retirement Seminar. I was very impressed by his holistic approach in identifying his Client's requirements, including his honest addressing of the 'Reality Check'. Mike skillfully analysed and created a Financial Plan that has had five years to evolve, leading me through Incorporation of the Dental Practice, subsequent Sale and preparation for Retirement.
Our purpose
http://montgomerycharles.co.uk/about/our-purpose
What our clients say. Montgomery Charles A fresh approach to financial planning. Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses. We focus on long term relationships with our clients, integrating all aspects of your finances whether business or personal. This approach enables us to give you relevant and timely advice about money. If you wish to register a complaint, please wr...
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montgomerycharles.co.uk
What our clients say. Guides and Fact Sheets. Taking a fresh look at your money and your future. What is your approach to money? More importantly, do you have an approach? What are your long term plans? Are you going to achieve them? Do you like to take financial risks? Or do you prefer to play it safe? Guides, Factsheets and Case Studies. Download your copy of the Montgomery Charles Factsheet: ‘GPs and The NHS Pension’ to find out how to make it work to you! Get your copy now! Get your copy now! Alex Ha...
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