MHA Monahans Wealth Management

Independent Financial Adviser Fortescue House, Court Street, Trowbridge, Wiltshire, BA14 8FA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Our Chartered status is a reflection of the quality of independent financial advice we provide.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Thomas Shoebridge DipPFS
Financial Consultant
Bob Luckett Dip PFS
Senior Consultant
James Thomas Chartered Financial Planner
Director
Accreditations
Chartered Financial Planner
Simon Ewings Chartered Financial Planner
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
I very much value the service I have been given over many years
Mr Berry, Bradford on Avon
Thank you for a superb service
Mr & Mrs Plastow, Seend
Excellent, professional service with strong customer focussed approach
Mr Lee, Ferndown
Where to find us

Fortescue House, Court Street, Trowbridge, Wiltshire, BA14 8FA

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

MHA Monahans Wealth Management is a trading name of Monahans Financial Services Limited. Monahans Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

Similar advisers near you

Independent Financial Adviser 0.33 mi
We will help you build a financial plan by providing Independent Financial Advice that is tailored to you.
 
Independent Financial Adviser 3.01 mi
Our aim is very simple, to provide a lifetime of financial planning experience, where the advice is uncomplicated,
 
Independent Financial Adviser 3.98 mi
One of the UK's Top 50 Independent Financial Advisers, and Wiltshire's #1 Highest rated firm
 
Independent Financial Adviser 4.07 mi
We are a professional financial advisory service delivering high-quality services to people who need sound and trusted financial advice.