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.
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
Lennox House, 3 Pierrepont Street, Bath, BA1 1LB
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