Wendy Heeney
at Montgomery Charles Financial Management Ltd
Wendy Heeney's Professional Contact Details
Email (Verified)
****@montgomerycharles.co.uk
HQ
+44 1225 777999
Location
Stoke Gifford,
Company
Montgomery Charles Financial Management Ltd
Location Postal Code
BS34
Wendy Heeney's Current Company Details
Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses. We focus on long te...
Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses. We focus on long term relationships with our clients, integrating all aspects of your finances – whether business or personal. This approach enables us to give you relevant and timely advice about money. We will always have your best interests at heart. In many circumstances we will suggest you pay a fee for our advice, safe in the knowledge we will not try to sell you something to cover our costs. We are on your side and will help you make the most of the wealth you have or are creating. In short, we think you'll find our approach is refreshing, simple and helpful.
Founded Year
1996
Organization Website
montgomerycharles.co.uk
Organization Languages
English
Current Technologies
apache
wealth management
retirement planning
investment strategy
nhs pension
specialist advice to gps
finance
investment management
Wendy Heeney's Work History and Education
Montgomery Charles Financial Management Ltd.
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