Building long term relationships with our clients must be under pinned by a set of values that are straightforward, but stand the test of time. These values determine the way we work with our clients and so it is important for us to share them:
To treat others as we would like to be treated ourselves. Hopefully we've all had stand out experiences where others have gone above and beyond, on our behalf, to deliver something that's extremely important to us. That's how we want our clients and their families to feel about spending time with the Montgomery team
We love to work with like-minded people, who are positive and motivated about building a solid financial future for themselves and their loved ones. We believe in being open and realistic with our clients, so that nothing is hidden
Our language will be clear, and whether it's spoken or written we will aim to make complex subjects straightforward
As an FCA authorised business we are not part of a large network or a bigger company. Although it is more complicated for us as a business, we felt it important so we are not governed by other interests and can act independently to secure the best outcomes for our clients
We do what we love to do - helping others achieve their financial planning aspirations so that they can do what they love too
We only work with clients and families that are a great fit for Montgomery Estate Planning. This way we know that we are ideally aligned in order to give the best possible service. Our clients are positive and motivated to seek advice and help, and make the required decisions to move their financial planning forwards. Katy Baxter will typically spend time with a maximum of six clients per week, and their families if appropriate, so that she has plenty of time to concentrate on their individual needs and vision for their future.
Montgomery Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority (reference number 944236).
Registered office address is Advalorem, 2 Manor Farm Court, Old Wolverton Road, Wolverton, Milton Keynes, MK12 5NN Company number 12962917. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
The content of this website is for information only and does not constitute advice. The value of investments can fall as well as rise and is not guaranteed.