MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

: 8 Wicker Hill, Trowbridge, Wiltshire, Wiltshire, BA14 8JU

: FCA Number: 586392

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Situated in the heart of Wiltshire, Montgomery Charles Wealth Management is a fully regulated FCA (586392) financial services firm offering a comprehensive range of wealth management services. From life insurance to adept financial planning, we specialise in helping clients safely navigate their financial future. Recognised for our expertise in pensions retirement advice and final salary pension transfers, our team provides personalised investment strategies tailored to individual needs. Located just a stone's throw from Trowbridge town, we proudly extend our services to the surrounding areas. Your financial peace of mind is our business at 8 Wicker Hill, Wiltshire. Trust our reliable, approachable team for your financial needs.

Their team includes 7 financial advisers. Check FCA registration here.

MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED from the Motorway

From the M4, depart at junction 17. Utilize the A429/A350 exit towards Cirencester/Chippenham. At Stanton St Quintin, select the fourth exit leading onto A350. When arriving at Malmesbury Roundabout, opt for the third exit onto W Cepen Way/A350. At Badger Roundabout, choose the second exit and maintain your course on W Cepen Way/A350.
At the subsequent roundabout, proceed with the second exit and continue on W Cepen Way/A350, following signs for A350. Upon reaching Bumpers Farm Roundabout, divert via the third exit onto W Cepen Way/A350. At the next roundabout, again take the second exit and stay on W Cepen Way/A350. Upon arrival at Chequers Roundabout, the route calls for the fourth exit onto Bath Rd/A4.
At three successive roundabouts, maintain your direction on Bath Rd/A4 by selecting the second exit, then the first exit, and finally, the second exit again. Veer slightly left onto Bradford Rd/B3109. At the ensuing roundabout, opt for the second exit and remain on Bradford Rd/B3109. The succeeding roundabout requires the second exit leading onto Mount Pleasant/B3109.
At the next roundabout, pick the first exit onto Masons Ln/A363 and continue to follow A363. At the roundabout thereafter, embark onto the second exit onto Silver St/A363 and continue adhering to A363. The route then necessitates the first exit onto St Margaret's St/A363.
Next up is a roundabout, where one should take the first exit onto Bradford Rd/A363, continuing to trace the path of A363. Make a slight left onto Stallard St/A363. At the subsequent roundabout, continue straight onto Stallard St/B3106, following B3106. Finally, execute a right turn onto Wicker Hill.

List of advisers under MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED:

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