Our Story & Values

Montgomery Financial Solutions was founded by Charles Breen, an experienced mortgage adviser who brings a personal touch to every client relationship.

Charles grew up on a farm in rural Ireland before moving to the UK, where he initially trained in pharmacy and later worked as a teacher. But it was in the world of mortgages that he found his true calling—helping people secure homes and financial stability for their families.

A family man at heart, Charles named the business after his son, Monty—a daily reminder of why this work matters. Montgomery Financial is more than a brokerage; it’s a family-run business built on honesty, trust, and genuine care.

We treat every client like one of our own. Whether you're a first-time buyer, self-employed, or looking to remortgage, we take the time to understand your situation and offer expert, personalised advice that’s always in your best interest.

Our mission:

Treating Customers Fairly – We believe in honest advice, easy-to-understand communication, and transparent pricing in line with the FCA initiative .

Long-Term Commitment – We aren’t just brokers—we’re your lifelong financial partners, ready to help with future remortgages, new purchases, buy-to-let ventures, and protection reviews .