MHA Monahans Wealth Management

Independent Financial Adviser 3 Landmark House, Wirral Park Road, Glastonbury, Somerset, BA6 9FR
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th 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
Lee Cleaves Chartered Financial Planner
Senior Consultant
Accreditations
Chartered Financial Planner
Simon Ewings Chartered Financial Planner
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
Many thanks for your help and keeping me posted. Not used to being so well looked after
Mr Knibbs, Somerset
Wonderful service as usual, thank you
Ms Clements, Somerset
My adviser understood my affairs precisely and was extremely helpful in attending to my business
Mr Kinslow, Bath
Where to find us

3 Landmark House, Wirral Park Road, Glastonbury, Somerset, BA6 9FR

Make an enquiry
About us

Our team of Independent Financial Advisers, can advise you across a range of financial subjects including investments, pensions, insurances and wealth management. We will help you to make considered decisions about your financial future though our 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.

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 5.26 mi
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
 
Independent Financial Adviser 5.66 mi
Based in Wells, Somerset, Silver Oak Financial Solutions provide financial advice to clients in the South West.
 
Independent Financial Adviser 5.76 mi
We take pride in offering independent, and friendly advice. We like to listen and help you secure your financial future.
 
Independent Financial Adviser 7.02 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.