At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality. We are committed to simplifying, and reducing the barriers to get money advice from a real person  – not just a robot.

Schools don’t teach money  So many of us remain unaware of the incredible possibilities if we take small steps to make our money go further. Imagine being tens of thousands of pounds better off. We’re here to make it happen.

Through friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of.

We believe workplaces are the best place to change the national conversation around money. So we want to partner with the UK’s best employers in helping all their employees make the most of the money they earn. 


Montgomery FS Ltd is an appointed representative of BrokerSync Ltd, which is authorised and regulated by the Financial Conduct Authority (972626).
Montgomery FS Ltd is registered in England and Wales. Company No. 12305679, which is authorised and regulated by the Financial Conduct Authority (972626).

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