Our team of Independent Financial Advisers, can advise you across a range of financial subjects including investments, pensions, insurances, wealth management and mortgages. We will help you to make considered decisions about your financial future though our unique client focussed approach.
Our Chartered status is a reflection of the quality of independent financial advice we provide. We are a part of the Monahans Group of companies, so always consider the tax saving opportunities from any financial recommendations we make.
Monahans Financial Services Limited is the Independent Financial Adviser arm of Monahans Chartered Accountants. A very well respected firm within the financial services industry, we were established in 1981 and originally advised clients as far back as 1965, before becoming part of Monahans in 1999. In 2007 we were one of the first independent financial advisers in the country to achieve Chartered Status, which is a reflection of the quality of independent financial advice we provide.
With permanent offices in Trowbridge, Swindon and Bath, and a regular presence in our Chippenham and Glastonbury offices, our expertise serves an increasing number of private clients, sole traders, partnerships and limited companies. As part of the Monahans organisation, we maintain strong professional connections across the West of England.
Clients extend throughout the UK and increasingly abroad for the expatriate market.