MHA Monahans Wealth Management

Independent Financial Adviser  Fortescue House, Trowbridge, BA14 8FA
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FCA authorised
Last authorised 1st August 2022
Our Chartered status is a reflection of the quality of independent financial advice we provide.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Simon Ewings Chartered Financial Planner
Managing Director
MR James Thomas Chartered Financial Planner
Director
MR Thomas Shoebridge DipPFS
Financial Consultant
MR Bob Luckett Dip PFS
Senior Consultant
About us

Monahans aim to provide an individual service for each of our clients ensuring that our advice is consistent with your long term goals. We concentrate on established areas of financial planning such as Tax Reduction, Retirement Planning, Financial Independence, Inheritance Tax Planning and Investment Advice. We aim to provide expertise and ongoing advice and we will review, on request, your existing arrangements to ensure they are in line with your long term goals.

Our services

In 2007 we were one of the first IFAs to achieve Chartered Status.

We offer advice to all types of private and business clients. We have professional connections across the regions and our clients extend throughout the UK.

As IFAs, we provide the very best solution to any financial requirements you may have. We aim to create a long-term relationship with you, working to understand your requirements, enabling us to provide individual guidance without bias.

What makes us different is the personal way we deal with our clients. Every financial plan we recommend is tailored specifically to that persons' needs

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Fortescue House, Court Street, Trowbridge, BA14 8FA

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