Our Story
Building wealth for
generations
Part of Montgomery Associates, helping families build wealth for over 50 years.
"I have greatly appreciated all the work that you have done for us over many years and all the support you have given us. We were all very grateful that the money was in such good hands. Dominic was exceptionally kind and supportive."
Clients spanning two generations
We are a close-knit team
Working together across all of our client family groups with a keen eye for personal service. Our clients tell us time and again how reassuring it is to have friendly and professional people on their side who are dedicated to acting in their best interests.
Our investment committee members have built careers at the likes of Coutts, Barclays Wealth, Prudential, Brewin Dolphin and Merrill Lynch, while our administration and accounts team have a host of experience working for investment platforms, IT consultancies and insurance syndicates.
Montgomery Wealth
Part of Montgomery Associates, helping families build wealth for over 50 years.
Meet our Directors
Leading Montgomery Associates with decades of combined experience in wealth management and financial planning.
James Montgomery
Managing Director
James is responsible for running the company, its long-term strategy and new business. He joined Montgomery Associates in 2013, marking the company's transition to a second-generation family business. His role spans all aspects of the company's activities and he is a member of the Investment Committee.
Dominic Beddis
Head of Investments & Financial Planning
FPFS
Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances. He heads the investment committee and is involved with the construction of investment portfolios and the underlying investments within them.
Keith Montgomery
Founder & Director
FCII
Keith founded Montgomery Associates in 1973 and has been at the centre of all activity for over 50 years. He is a member of the Investment Committee and is a Chartered Insurance Practitioner.
Investment Committee
The experts behind our portfolio service, responsible for research, asset allocation, and portfolio management.
Peter Geikie-Cobb
Head of Investment Research
Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.
Seb Johnston-Brown
Associate Wealth Manager
Seb advises clients on investments and financial planning, and is a member of the Investment Committee. He is involved in our responsible investment strategy and the evolution of our new digital investment service.
Operations Team
The dedicated team ensuring every client receives exceptional service and support.
Joe Ross
Operations Manager
Ruth Ross
Head of Administration
Rita Williams
Head of Accounts
Jen Witchell
Administrator
Sarah Boardman
Administrator
Tracey Sluggett
Administrator
1973
Founded
£110m+
Assets managed
120+
Families served
50+
Years of service
Five decades of growth
1973
Montgomery Associates Founded
Keith Montgomery established the company, building on his career in the insurance sector.
2015
Dominic Beddis joins
Strengthening the investment team with institutional experience from Barclays Wealth and Grant Thornton.
2024
Montgomery Wealth launched
Digital platform launched to serve the next generation of investors.
From our family to yours
Part of Montgomery Associates, helping families build wealth for over 50 years.
"Your efficiency and exemplary customer service have not gone unnoticed."
Solicitor administering client estate
2024
"I have always felt able to pick up the phone to you and discuss whatever may be of concern which has been of huge benefit. Trust cannot be overstated. Thank you."
Client since 1974
"You have turned a trick that is rarely accomplished so successfully in family businesses in introducing, guiding and supporting the next generation of management, owners and leadership."
Client spanning three generations
"I have greatly appreciated all the work that you have done for us over many years and all the support you have given us. We were all very grateful that the money was in such good hands. Dominic was exceptionally kind and supportive."
Clients spanning two generations
Our Values
The principles that guide everything we do.
Trust & Integrity
We put our clients' interests first. Always. Our recommendations are based on what's best for you, not what earns us the most.
Family Values
As a family-run business, we understand the importance of building wealth across generations. Your family's future is our priority.
Excellence
We hold ourselves to the highest professional standards. Our team continuously develops their expertise to serve you better.
Long-term Thinking
We're not chasing short-term gains. Our approach is built for sustainable wealth creation over decades, not months.
Regulated & Protected
Your investments are protected by robust UK financial regulations.
FCA Authorised
Regulated by the Financial Conduct Authority (FRN: 136684)
FSCS Protected
FSCS protected — up to £85,000 for investments, £120,000 for deposits
Secure Custody
Assets held with institutional-grade custodians
Data Protection
ICO registered with bank-grade encryption