Mike Marigold is CEO of Montgomery Charles Wealth Management, an independent financial advisory firm (IFA) specialising in bespoke, holistic financial planning for affluent individuals and their families. He founded the company almost thirty years ago with one overriding aim: to help clients get more ‘life out of life’ through timely and astute financial planning. In practice, that means encouraging clients to consider their goals and dreams, before drawing on Montgomery Charles’ wealth of technical experience to help them realise those ambitions. In his spare time, Mike strives to embody his company’s mantra - he is a proficient skier and often competes in high-grade sailing events.