Business Details
50+ Years
experience
Trusted Financial Advisers in Wiltshire & Dorset
Established in 1973, we are a second-generation family business specialising in wealth management and financial planning for private clients and their families. Our approach combines over five decades of market expertise with a commitment to personalised service, ensuring clients receive tailored investment strategies aligned to their unique goals. With offices in Wiltshire and Dorset, we manage 110 million in assets through discretionary portfolios ranging from 1,000 to 5 million, supported by an in-house investment committee. Our team of experienced professionals prioritises long-term relationships, with over half our clients having remained with us for 20+ years. We focus on simplifying complex financial matters, from inheritance tax planning to retirement income, while maintaining transparency and ethical standards.Our reputation for excellence has been built entirely through client referrals, reflecting our dedication to exceeding expectations. We actively engage younger generations through educational initiatives like our 'Fluent in Finance' programme, ensuring continuity across family wealth transitions. Regulated by the Financial Conduct Authority, we operate independently without ties to larger financial institutions, maintaining full accountability to our clients. Our administrative systems ensure seamless client support, with dedicated teams handling portfolio management, compliance, and digital investment services. This enduring commitment to personal service and professional integrity has made us a trusted partner for families seeking sustainable wealth management solutions.
Services
Wealth Management
Financial Planning
Investment Management
Portfolio Management
Inheritance Tax Planning
Retirement Planning
Risk Assessment
Tax Advisory
Discretionary Investment
Intergenerational Wealth Transfer
Details
- Year established: 1973
Highlights and features
- We have 50 years' experience managing family wealth through multiple market cycles.
- Our in-house investment committee includes professionals from Coutts and Merrill Lynch.
- We operate independently with no ties to banking groups or parent companies.
- Our client retention rate exceeds 90% with half our clients staying over 20 years.
- We offer intergenerational financial education programmes for family wealth continuity.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Friendly and professional
Exemplary customer service
Understand our needs
Positive investment experience
Clear explanations
Services
Wealth Management
We provide comprehensive wealth management solutions tailored to family financial goals. Our discretionary portfolios range from 500,000 to 5 million, combining capital growth and income generation strategies. The in-house investment committee constructs diversified global portfolios aligned with client risk profiles and long-term objectives.
Financial Planning
Our chartered financial planners create bespoke strategies covering inheritance tax mitigation, retirement income, and intergenerational wealth transfer. Services include risk assessment, pension optimisation, and cashflow modelling to ensure sustainable financial futures for private clients and their families.
Portfolio Management
We offer three risk-rated investment portfolios for clients with assets between 10,000 and 500,000. These discretionary solutions feature global diversified assets across equities, fixed income, and alternative investments, with regular reviews by our experienced investment committee.
Intergenerational Planning
Our family wealth service includes educational programmes like 'Fluent in Finance' for younger generations. We facilitate family discussions about financial responsibility and provide tailored investment solutions that support multi-generational wealth continuity and preservation.
Tax Advisory
Specialist tax advisory services focus on inheritance tax mitigation and efficient wealth structuring. Our approach combines investment strategies with legal and estate planning considerations to minimise tax liabilities while maintaining growth potential for client portfolios.
People
James Montgomery
Managing Director
Third-generation financial professional with extensive industry experience, responsible for company strategy and new business development. Member of the Investment Committee.
Dominic Beddis
Head of Investments
Chartered Financial Planner leading investment strategy and client advisory services. Oversees the Investment Committee's decision-making processes and portfolio construction.
Keith Montgomery
Director
Founder with over 50 years' experience in wealth management. Continues to contribute market insights as an active Investment Committee member.
Peter Geikie-Cobb
Head of Research
Investment research specialist covering global asset classes. Responsible for portfolio construction and market analysis supporting client investment decisions.
Seb Johnston-Brown
Wealth Manager
Associate wealth manager advising on investment strategies and financial planning. Contributes to responsible investment initiatives and digital service development.
Questions
What areas do you cover?
We serve clients across Wiltshire, Dorset, and Somerset from offices in Chippenham and Shaftesbury.
What investment options are available?
We offer three risk-rated portfolios from £10,000 and bespoke solutions for larger investments.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference 136684.
Can I get financial planning advice?
Yes, our chartered financial planners provide tailored advice on inheritance tax, pensions, and retirement planning.
How do you support younger generations?
We run 'Fluent in Finance' educational sessions for secondary students about wealth management principles.
What is your investment approach?
We combine discretionary portfolio management with client-specific risk assessments and regular performance reviews.
