Starting with the future in mind

At Montgomery Estate Planning our purpose is to help our clients to simplify and solve their Estate Planning needs. Sometimes just understanding the implications of financial planning done in the past is all that is required to give our clients peace of mind about the future. However, it is likely that changes in legislation, and the range of opportunities available today, mean that improvements can be made.

Our clients are typically coming up to, or are in the retirement phase of their lives, with all the challenges that come with this life-changing period of time. We are here to help our clients negotiate their financial planning as they embark on this important phase, and to plan for a fulfilled and happy retirement.

Our Independent advice and recommendations are based on a thorough understanding of our clients' situations, and identification of their financial planning priorities. We spend time with clients looking at challenges, opportunities, and strengths before giving a rational call to action, to build on or adapt planning that is already in place, and creating a strong financial future for our clients, and their loved ones.

Montgomery Estate Planning clients are able to talk in detail about the relationships they have with their loved ones, and the priorities they have for wisely planning their finances now, and in the future, and for leaving a loving lasting legacy. Some financial planning conversations are hard to have, particularly if couples and families are not aligned in the desired outcome, or the way to achieve it. However, where time and care is needed to clearly think and talk through how best to solve these challenges, we are here to help. We are always grateful to be part of this journey with our clients, and to be the source of wisdom they need in order to establish and maintain impactful and long-lasting financial planning.

Katy Baxter
Owner and Financial Planner


Montgomery Estate Planning Is Proud To Be An Associate Member Of The Consumer Duty Alliance.

How We Can Help You

  • Review your existing planning.
  • Understand your needs and aspirations for the future.
  • Provide Independent financial advice from the full range of planning solutions available.
  • Work with you to focus on protecting and creating wealth for you and your loved ones.
  • Regularly consider the arrangements you have made and make sure they are up-to-date.
  • All from the comfort of your own home.

Find Out More

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.