MHA Monahans Wealth Management

Independent Financial Adviser  3 Landmark House, Glastonbury, BA6 9FR
check
FCA authorised
Last authorised 8th August 2022
Our Chartered status is a reflection of the quality of independent financial advice we provide.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
check
Stockbroking services
check
Long term care
Meet our advisers
MR Simon Ewings Chartered Financial Planner
Managing Director
MR Lee Cleaves Chartered Financial Planner
Senior Consultant
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

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

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

Similar advisers near you

Independent Financial Adviser 0.47 mi
Optimising your pension so that you can afford your best retirement
 
Independent Financial Adviser 0.84 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
Independent Financial Adviser 5.27 mi
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
 
Independent Financial Adviser 5.71 mi
We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.