Montgomery Charles Wealth Management

08/10/2026

An enjoyable and rewarding day discovering and meeting with local businesses. Still a few hours remaining of the West Wiltshire Business Expo at Trowbridge Civic Centre so do come and say hello if you're around.

27/07/2026

The team recently took a hard-earned afternoon off to celebrate a tremendous milestone: our 30th birthday!

Founder and CEO Mike Marigold spoke about the journey that he and the company have been on, and the pleasure of watching the team grow larger and larger throughout the years.

Such longevity has only been possible through our complete commitment to our clients - and more importantly, their unwaving dedication to our service, which we are incredibly grateful for. Here's to the next 30 years! 🎂

11/02/2026

There are just two weeks to go until our next event for principal dentists in Ringwood!

At this seminar, we'll be asking the question: 'Do you have a plan?'

For busy dentists, it's incredibly difficult to spend time on anything that's not about the 'here and now'.

That's why we've created our bespoke financial planning events: it's a chance for you to carve out some time to find out more about how you can build your practice and plan for a successful sale and retirement.

You'll hear talks from our expert speakers from Lily Head Dental Practice Sales and Knights, followed by a buffet and drinks. Registration is FREE for dentists and you'll bag 1.5 hours of CPD.

Join industry experts to discover how to grow and sell your business, and make a plan for the future.

01/12/2025

Our last online event of the year is coming up, and it's a hugely pertinent topic. 'Legacy Planning for Business Owners' will be a whistle-stop tour of the many things that people need to consider when it comes to selling or passing on assets - and will highlight the tasks that you simply can't put off.

Questions we'll be asking include: are you across the intricacies of Inheritance Tax? Do you understand how Business Relief works? Are you taking steps to ensure your hard-earned wealth is passed on in the most tax-efficent way? We'll also cover how the recent Autumn Budget might affect your planning.

Registration is free. Your tax burden is not!

We all known that legacy planning is important - but most people vastly underestimate just how crucial it is. Our webinar reveals all.

26/11/2025

We've had a terrific time at the The eoa Annual Conference 2025, where this year's theme was .

Some of you may not know about our involvement with EO, a business model with a people-first ethos that involves staff in decision-making (adopted by the likes of John Lewis & Partners, amongst many others). The conference is always great fun - an opportunity to spend time with other colleagues in the EO sector whilst learning more about the stories and challenges faced by those adopting this forward-thinking approach.

Do visit https://employeeownership.co.uk/ to find out more about their work generally, and https://montgomerycharles.co.uk/employee-ownership/ to see where we fit in.

06/10/2025

Counting down the days until our FINAL event of 2025. Dentists in/around Surrey, please do join us for Putting Profit back into Practice Kingston-Upon-Thames on Wednesday 15th October, a financial planning masterclass with expert speakers from yours truly, Lily Head Dental Practice Sales and Humphrey & Co.

There is no better way to learn about growing and selling your practice, the legal issues around such a sale, and making a strong financial plan that enables it all to happen. Registration is free AND you'll gain 1.5hrs CPD. 🔽

Join industry experts to discover how to grow and sell your business, and make a plan for the future.

23/07/2025

Something a bit different today...

We are enjoying watching our very own Tim Collyer turn his hand to flash fiction in his spare time. Tim is a Chartered Financial Planner and compliance expert, and his new journey is a great reminder that we all have a creative side - if we take the time to nurture it. He's been speaking with literary platform New2TheScene about what inspired him to start writing.

Tim Collyer. Author, writer, Flash Fiction winner, gives an insight into the origins of his work.

14/07/2025

Let's kick the week off with an exciting new opportunity: we are seeking a Technical Paraplanner to join our friendly, experienced technical team. If you're looking for a rewarding role with scope to grow and develop your career, this might be the job for you. Further details at https://montgomerycharles.co.uk/careers/ 👉

20/06/2025

Happy ! It's gloriously sunny - the ideal weather to celebrate businesses on The eoa journey to financial freedom.

For those who don't know, our involvement in EO came about through our 30-odd years of working with business owners, which has given us a pretty good insight into the challenges of exiting a business that you own or run. It's not just a transactional challenge, it's an emotional one - a huge part of your life that you've poured so much into, being ripped away. It's not an easy thing, but EO can help enormously, knowing that your business remains in the safest of hands - with your colleagues.

Today, we've developed our offering to help the businesses themselves, as well as the owners, providing a unique way to invest surplus cash through our Employee Wealth Fund.

We're looking forward to being part of EO for many years to come!

As a partner of the Employee Ownership Association, we provide bespoke financial planning for those involved in the EO process.

05/06/2025

💷 Will you have enough money for retirement?
ℹ️ Do you fully understand the practical and legal issues around your eventual practice sale?
📈 Are your current personal and professional finances structured in the best way to grow your wealth and minimise tax?

If the answer to any of these questions is 'no' or 'I'm not sure', our upcoming financial planning masterclass for principal dentists is for you.

On Friday 20th June at the Manchester Regency Hyatt, speakers from Montgomery Charles Wealth Management, Lily Head Dental Practice Sales and Knights plc will reveal how you can:

- Grow and sell your practice at the highest value possible
- Understand the legal issues and processes around such a sale
- Secure the retirement of your dreams..and put a plan in place that makes all of the above achievable

The talks will be followed by a drinks and canapés reception where you will be able to chat directly with our speakers.

Best of all, registration is free for dentists and you'll earn 1.5hrs CPD. Places for this event are available on a limited basis 👇

Join industry experts at the Hyatt Regency Manchester to discover how to grow your business and plan for the future.