David Montgomery

David Montgomery has always said that clients choose an adviser, and stay with them over the years, because of the relationship as much as the services they offer. Good client service is central to his approach; he makes sure he is available when needed and always responds promptly to clients. David is considered to be flexible and friendly; and his clients appreciate his ability to empathise. His professional, enthusiastic approach, combined with the knowledge that comes from his many years of experience, has succeeded in building a solid, long-standing client base.

David works with sole traders, partnerships, SMEs, charities and private clients. He has extensive experience within the nonprofit sector, having advised charity clients for many years and he holds the ICAEW’s Diploma in Charity Accounting qualification. David is also an active member of the firm’s real estate and construction sector group and has considerable experience advising developers and investors. He regularly presents property and charity seminars for our clients.

Outside his working life, he enjoys many sports including motor racing, tennis, skiing and football and is a season ticket holder at Crystal Palace Football Club. He enjoys a wide range of music, cinema, theatre and literature and is a keen traveller.