Patrick Montgomery
Financial Adviser (DipFA) - AFH Wealth Management St Albans
About me
I joined Avidity (AFH Wealth Management St Albans) in 2021 having graduated from the Quilter Adviser School with a Diploma for Financial Advisers (DipFA). I provide investment, pension, and protection advice, and aim to work with my clients to create comprehensive financial plans.
I graduated from Newcastle University in 2018 with a degree with Economics and Business Management BA (Hons).
I played Rugby at University but have since hung up my boots, so I'm now trying to adjust to golf, a sport played at a different pace!
Location
Hertfordshire