About Us and Our Amazing Team
We Handle the Hard Work — So You Don’t Have To
Securing a mortgage doesn’t need to be overwhelming. With the right team by your side, it becomes a smooth, straightforward experience. At Montgomery Financial, we simplify every step — offering tailored mortgage guidance, exceptional service, and modern, flexible ways to stay in touch.
About Montgomery Financial
At Montgomery Financial, we believe that arranging a mortgage shouldn't be confusing or stressful. Our mission is to make the entire process as smooth and straightforward as possible. We combine friendly, knowledgeable advisers with smart digital tools, allowing you to access expert guidance in a way that works for you — whether that’s through WhatsApp, video call, telephone, or email.
We’re proud of the service we deliver and the trust we’ve built with our clients. With over 130 five-star Google reviews, our reputation reflects our commitment to clear advice, consistent communication, and doing what’s right for every client. We don’t believe in pushy sales tactics or jargon — just honest, helpful advice tailored to your goals.
When you choose Montgomery Financial, you get more than just a mortgage broker — you get a team that genuinely cares about getting the best outcome for you. From your initial enquiry to the day your mortgage completes, your dedicated adviser will be on hand to support you every step of the way.
Whether you're a first-time buyer, moving home, looking to remortgage, or investing in buy-to-let, we’ll take the time to understand your situation and recommend the most suitable options. We don’t use call centres or automated systems. You’ll always deal with real people who understand the market, care about your goals, and are easy to reach when you need them.
Trusted Mortgage Experts Who Put You First
At Montgomery Financial, we take the time to understand your situation in detail — so we can offer clear, personalised advice on your mortgage, protection, and everything in between. Our goal is simple: to help you make smart financial decisions without overpaying or feeling overwhelmed.
We’re approachable, proactive, and genuinely committed to getting the best outcome for every client. Whether your case is simple or more complex, you’ll find we’re easy to talk to, quick to act, and never shy of a challenge
Charles Breen
Founder & Director
Amanda Jaggard
Client Completions Manager
Shantelle Mitchell
Client Completions Team
Montgomery FS Ltd is an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed following your initial meeting.
Equity Release, Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. Montgomery FS Ltd and The Right Mortgage Network are not responsible for any advice received from the third-party providers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.
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