At Montgomery Estate Planning, our clients’ interests are at the centre of everything we do. We take time to listen, understand, and provide considered advice tailored to each individual circumstance.
We regularly seek feedback to ensure our service continues to meet the highest standards. We invite you to read a selection of comments from our clients, offering insight into our approach and what it is like to work with us.
I value the personal treatment and accessibility to Katy and the team most.
1 Jan 2024
Miss B
Mrs B
Our objectives, needs and expectations have all been met. We very much value and enjoy our annual review discussions. Katy’s advice has always been sound and our objectives clearly in view.
31 August 2024
Mr & Mrs M
The review was well conducted and thorough pointing out the various options for investment whilst being aware of my needs ahead. I value the unrushed friendly discussions.
14 Sept 2023
Mr C
We are kept fully informed and there’s nothing else we need. Your advice and support is definitely helping us achieve our objectives.
28 August 2025
Mr & Mrs G
Our Pensions are working well and everything has improved. We are absolutely confident that your advice and support is helping to achieve our objectives. We’ve got a really good relationship with you and Tracey and are very appreciative of what you do for us.
28 August 2025
Mr & Mrs B
We have no worries or concerns and we trust you. Our relationship is working well and we are glad our money is in safe hands.
26 August 2025
Mr & Mrs S
We are reassured knowing our money is in safe hands and accumulating. We feel like you’re working for us and we’re not being neglected.
3 Sept 2025
Mr & Mrs A
“Katy’s advice has allowed me to retire and have a strong retirement income, over many years, and provided me with security. Her professionalism and support when I’ve been uncertain about the direction to take, have relieved all the pressure and anxiety that I would have experienced in creating a financial plan.
There is so much more to Estate Planning than writing a simple Will and Katy helped me to make important decisions in areas of planning that are not my specialty. She is friendly, approachable and caring, and always been there for me during the 15 years of working together”
Mrs B
“Katy’s expertise helped us set up appropriate share portfolios of investments, create trusts for each of our children and one for our grandchildren. We set up a mechanism to help our children pay inheritance tax. In addition she picked up on our wish to give to charities so that others could benefit.
We felt listened to and an appropriate plan put in place to meet our needs. We have every confidence in Katy who has over time got to know our family and us so that she could give us sound advice. Nothing has been too much trouble. She has patiently explained each step to us, and checked out our understanding before we made each decision. We have peace of mind for the future”
Mr and Mrs S
“Taking advice from Katy has helped us clarify how best to manage family investment and minimise inheritance tax. It has provided structure and confidence that we have laid down plans for the future. The most valuable areas of advice were the help and support in setting up the Trusts”
Mr and Mrs A