Mike Marigold

Mike is a highly regarded Financial Planner dedicated to helping both employed or retired professionals and business owners improve their financial options. He has unrivalled specialist knowledge in advising Dentists. A key speaker for the British Dental Association Preparing for retirement events and launched a business consultancy Practice Mentors Ltd in 2006 dedicated to Putting profit back into practice.

An active member of the Institute of Financial Planning (committed to unbiased holistic advice) and is passionate in putting his clients’ interests first.He has been managing director of Montgomery Charles since 1996 providing first class Independent Financial Planning advice. He has over 25 years financial services experience. Montgomery Charles is a specialist practice based in the South West providing services throughout the UK.

A regular contributor to BBC radio and a regularly contributes to the broadsheet national newspapers imparting his financial wisdom through ‘Money Makeovers’ and ‘Wealth Checks’.

Mike is married with two teenage children.

He has a passion for skiing and spends several weeks each winter as a ski guide for the Ski Club of Great Britain.


Contact Mike

Tel; 01225 777999

Email; This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Fax; 01225 755355


Qualifications & Membership
  • Member of the Institute of Financial Planning
  • Member of The Personal Finance Society by Certificate
  • Business Education Council - National Certificate
  • Financial Planning Certificate
  • MAQ Mortgage Advice Qualification

 

Client comments / testimonials

I’m so pleased we met you. You have literally transformed our lives, encouraging us to stretch when we should and to consolidate when we shouldn’t. Thank you

Senior Medical Consultant – North Wales

I had decided to re-focus my dental practice to depend less on NHS contracts and move on to build up a more independent arrangement. I had so many thoughts, ideas and concerns flying around in my head like so many butterflies. Mike, however, brought a different perspective and a professionalism to bear on the problem and within a week, after some serious information gathering, he helped me towards a solution.

Dental Practice in Swansea

I am pleased that I decided not to ‘go it alone’, as I would not have had a chance of securing the right product. There are so many products on the market…….extremely professional

Senior Sales Manager for an International Company – Oxfordshire