Montgomery Associates jobs and careers

About Montgomery Associates

We're a second-generation family business helping families to manage their finances, plan for the future and invest their wealth. We offer a rare combination of discretionary investments and independent advice, managing £110m for clients from our offices near Bath and Shaftesbury. Coming in 2026: www.MontgomeryWealth.co.uk is dedicated to the next generation of investors — ready-made investments portfolios for those building their career, climbing the property ladder or raising a family.