United Kingdom Business Directory

      Montgomery Charles Wealth Management

      ( 2 Reviews )

      Montgomery Charles Wealth Management
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM
      Thursday:
      9:00 AM - 9:00 AM
      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (2 reviews)
      2
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      0
      0
      0
      Read Our 2 Reviews

      Chamber Rating

      5.0 - (2 reviews)
      2
      0
      0
      0
      0
      › ‹
      • James Head

        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.
        Oct 1st, 2018

      • Harvey Rook

        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.
        Dec 17th, 2021

      Read Our 2 Reviews

      About
      Montgomery Charles Wealth Management

      Montgomery Charles Wealth Management is located at 8 Wicker Hill in Trowbridge, England BA14 8JU. Montgomery Charles Wealth Management can be contacted via phone at (122) 577-7999 for pricing, hours and directions.

      Contact Info

      •   (122) 577-7999

      Questions & Answers

      Q What is the phone number for Montgomery Charles Wealth Management?

      A The phone number for Montgomery Charles Wealth Management is: (122) 577-7999.

      Q Where is Montgomery Charles Wealth Management located?

      A Montgomery Charles Wealth Management is located at 8 Wicker Hill, Trowbridge, eng BA14 8JU

      Q What is the internet address for Montgomery Charles Wealth Management?

      A The website (URL) for Montgomery Charles Wealth Management is: http://www.montgomerycharles.co.uk/

      Q What days are Montgomery Charles Wealth Management open?

      A Montgomery Charles Wealth Management is open:
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 9:00 AM
      Thursday: 9:00 AM - 9:00 AM
      Friday: 9:00 AM - 9:00 AM
      Saturday: Closed

      Q How is Montgomery Charles Wealth Management rated?

      A Montgomery Charles Wealth Management has a 5.0 Star Rating from 2 reviewers.

      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM
      Thursday:
      9:00 AM - 9:00 AM
      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed

      Ratings and Reviews
      Montgomery Charles Wealth Management

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
      0
      0
      0
      0
      Write a Review

      Harvey Rook on Google

      image 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.

      James Head on Google

      image 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.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
      0
      0
      0
      0

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