Montgomery Charles Wealth Management

The clock is ticking to the 28th February deadline. Thank you to everyone who has already given us their support... And if you hadn't, it'd mean a lot to have your vote. Either way - a huge thanks to Goodacre UK for hosting these excellent awards and nominating our team. 🏆

The City of London Wealth Management Awards open today. These prestigious gongs honour "the expertise, and commitment of (those) providing exceptional services within the wealth management industry". We're delighted to be in the running, and anyone voting is entered into a prize draw to win flights to Paris for two. If you like what we do and can spare two minutes, you can head here to vote: https://lnkd.in/eVCqvzi The voting form is a bit complicated so we've added some instructions below! To vote for Montgomery Charles as IFA of the Year: - Click the link, and either select 'IFA of the Year' as the category and then choose us from the list, or just choose 'Montgomery Charles Wealth Management' from the 'companies' drop-down option. To vote for James Whittington, Chartered Financial Planner in the 'Rising Star' category: 1. Fill your details in at the top (name, email address and whether you want to enter the free draw) 2. Select IFA of the year and then Montgomery Charles from the 4 options 3. Scroll to the bottom and click Vote for an Individual Award – this opens up some more boxes 4. Put James' name in where indicated 5. Add 'Montgomery Charles Wealth Management' in the 'company' field 6. Then select Rising Star from the options 7. Click Send Vote Thank you - your support is much appreciated. #financialplanning #financialawards #wealthmanagement

Hats off to James - a terrific achievement. We might be a bit biased but he really is quite good... #financialplanningaward #charteredfinancialplanner

Mike, James and the team have been enjoying a fascinating couple of days at the #eoaannualconference in Telford. The conference is a celebration of all things #employeeownership and it’s been a frenetic, whistle-stop programme of talks, events, and getting to hear about the financial planning challenges that EO businesses face. A massive thank you to the eoa for making us feel welcome and for putting on such a superbly-run event. If you’re at the event, do come and say hello – you’ll find us in the main conference hall. #employeeownership #employeewealthfund

Very much looking forward to the awards tonight - a real honour to be nominated in the 'Financial Adviser' category. Good luck to all the nominees!

We're looking forward to speaking at this vital and informative event for dental practice owners in Liverpool next week with Henry Schein Dental Practice Sales and Software of Excellence. Do join us! Registration via the link below 👇

We've an exciting announcement! Our long-running seminar series - providing vital financial advice to principal dentists looking to grow and ultimately sell their practice - is coming soon as a special online edition. In this engaging and informative webinar delivered by leaders in their respective fields, you’ll find out everything you need to know about how to grow your practice, with the ultimate goal of selling your successful business and retiring comfortably. #principaldentists #dentalpractice

Will Inheritance Tax be abolished? At a time of political upheaval, we explore the potential for IHT abolition and what it means for your finances. #inheritancetax #iht #taxchanges

The Society of Trust and Estate Practitioners (STEP) have been speaking to our own Chartered Financial Planner, Tim Collyer, about achieving the top mark in his cohort for his recent STEP Certificate exam. Tim commented: "I believe that the enhanced knowledge and expertise gained has provided me with the confidence to discuss matters in more detail with clients, helping me build trusting relationships. The STEP qualification means I can provide additional support across my firm, which is invaluable especially in more complex legacy planning cases". He's not wrong - we're fortunate as a firm to have such an unusually high level of expertise in this area as a result of his efforts. Congratulations Tim! https://lnkd.in/eb447QVh

Looking forward this event tomorrow! We'll be joining Christie & Co and Knights PLC to give dentist principals the tools to supercharge their practices through good financial planning. Our excellent Delta Hotels event venue is just off the M4 and easily accessible for all dentists in the Swindon/Oxford/Chippenham area - do join us if you can. #financialplanning #wealthmanagement #principaldentists