Montgomery Estate Planning Limited | Charitable Trusts and Investing | Estate Planning | Inheritance Tax Planning

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.

• Charitable Trusts and Investing
• Estate Planning
• Inheritance Tax Planning

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