Keith Montgomery Associates
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
Tallut House, Chippenham, Wiltshire, SN1...Phone Number
+44 1249782800Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
1
1
About Keith Montgomery Associates
Montgomery Associates is a second-generation family business that provides independent financial advice and discretionary investment management, with a history spanning over 50 years. They specialize in wealth management for private clients and their families, offering tailored services designed for different generations. The company manages £110 million in assets and focuses on creating personalized financial plans to help clients preserve and grow their wealth. Their services include a range of investment options, from bespoke management to dedicated support for young clients starting their financial journey.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Keith Montgomery Associat...
<$5M
1-10
Private
-
1973
N/A
Company Profile Activity
Activity Insights
Keith Montgomery Associates is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Keith Montgomery Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Keith Montgomery Associates.
Keith Montgomery Associates Tech Stack
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Montgomery Associates is a second-generation family business that provides independent financial advice and discretionary investment management, with a history spanning over 50 years. They specialize in wealth management for private clients and their families, offering tailored services designed for different generations. The company manages £110 m... Read More
