Montgomery Charles

Montgomery Charles are independent financial planners with a particular specialism in advising business owners. As a partner of the Employee Ownership Association, we work to provide bespoke wealth management and financial planning advice for those who are either considering or actively progressing through the Employee Ownership process.

We have specialised in helping business owners achieve their professional and personal goals for nearly 30 years. As a business owner and founder himself, our CEO, Mike Marigold, knows exactly what it takes to turn an idea into a thriving company and to continue driving towards success.