Patrick Montgomery

Financial Adviser (DipFA)

Patrick joined Avidity in 2021 and has graduated from the Quilter Adviser School with a Diploma in Financial Advice (DipFA). He provides investment, pension, and protection advice, and aims to work with his clients to create comprehensive financial plans.

Patrick graduated from Newcastle University in 2018 with a degree with Economics and Business Management BA (Hons). He played Rugby at University but has since hung up his boots and is now trying to adjust to golf, a sport played at a different pace.

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