MHA Monahans Wealth Management

Independent Financial Adviser 38-42 Newport Street, Swindon, Wiltshire, SN1 3DR
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 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
Joanne Dale DipPFS
Financial Consultant
Jacob Rudman Chartered Financial Planner
Senior Consultant
Chartered Financial Planner
What our clients say
A very helpful & friendly attitude and would definitely use Monahans again and would recommend them to family and friends
Ms King, Wiltshire
My adviser understood my affairs precisely and was extremely helpful in attending to my business
Mr Kinslow, Bath
Many thanks for your fantastically efficient and clear advice
Mr Bebb, Bitton
Where to find us

38-42 Newport Street, Swindon, Wiltshire, SN1 3DR

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 person's needs.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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.

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