M&G Wealth Management's Montgomery: Our model is primed for future growth

'We feel we can continue to grow in the future'

Jenna Brown
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David Montgomery: "Our focus is on adding model and discretionary portfolios to those segment offerings."
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David Montgomery: "Our focus is on adding model and discretionary portfolios to those segment offerings."

Jenna Brown talks to David Montgomery, managing director of newly formed M&G Wealth Management, about its shifting advice model and future growth strategies

M&G Wealth Management plans to triple the size of its self-employed adviser partnership business from its current roster of 70 and will transition its traditional Prudential Financial Planning (PFP) operation...

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