Meet the team
For over 50 years, the Montgomery team has been helping families build and protect their wealth. Our experienced professionals combine traditional values with modern expertise to deliver exceptional service.
Directors
Leading Montgomery Associates with decades of combined experience in wealth management and financial planning.
Running the company, its long-term strategy and new business. Member of the Investment Committee.
James Montgomery
Managing Director
Chartered Financial Planner advising clients on investments and wider finances. Heads the Investment Committee.
Dominic Beddis
Head of Investments & Financial Planning
Founded Montgomery Associates in 1973. Over 50 years at the centre of all activity.
Keith Montgomery
Founder & Director
Investment Team
The experts behind our portfolio service, responsible for research, asset allocation, and portfolio management.
Leads investment research across all asset classes.
Peter Geikie-Cobb
Head of Investment Research
Advises clients on investments and financial planning. Member of the Investment Committee.
Seb Johnston-Brown
Associate Wealth Manager
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
50+ years of trusted service
Founded in 1973, our firm has grown from a small local practice into a trusted family wealth manager. Three generations later, we continue to serve families across the UK with the same commitment to personal service and financial excellence that defined our founding.
1973
Founded
£110m+
Assets under management
120+
Families served
Join our team
We're always looking for talented individuals who share our passion for helping families build wealth. Get in touch if you'd like to explore opportunities at Montgomery.
careers@montgomerywealth.co.uk