Our People

Steve Missen

Steve is the Managing Director of Monahans Financial Services Limited.  A Chartered Financial Planner and member of the Chartered Insurance Institute he started his career in the financial services industry in 1979 and after a brief spell with an insurance company, helped set up Dove, the forerunner of the current business in 1981,  which subsequently became part of the Monahans Group.

Although able to advise on all aspects of financial planning, Steve specialises in strategies relating to family finances and particularly Inheritance Tax mitigation and trust solutions.

Steve is married with a young son and daughter who is at University.  He has finally finished renovating their Victorian house, which had been rather ongoing, probably as he spends too much of his time Kayak racing in the UK and abroad - now at Veteran status!

 To contact Steve please ring 01225 785570 or send him an email

Roger Perry

Roger worked as a Broker Consultant with NPI & Clerical Medical  from 1985 before joining Monahans Financial Services in November 1999.  He became a Director in 2003 and was responsible for developing the Wealth Management Service that was launched in January 2009.  Although able to advise on all aspects of financial planning, Roger specialises in advising clients on pensions and retirement planning.

Roger is qualified to Diploma level and is a member of the Personal Finance Society.  Outside of work Roger is married to Gill who heads up the MFSL technical support team.  Their spare time is spent on the touchlines of sports pitches, this is not a problem for Roger as he is also a fanatical Southampton supporter.

To contact Roger please ring 01225 785570 or send him an email 

Simon Ewings

Simon joined Monahans Financial Services Ltd in June 2011 as a Director of the firm, having been a Senior Consultant with West Country based firm Francis Clark Financial Planning since 2002.

He has Chartered Status, the highest qualification for Independent Financial Advisers, and at the time he gained it, was one of the youngest people in the country to do so.

Throughout his career Simon has advised individuals and corporate clients on a wide range of subjects including Pensions, Investments, Trusts, Taxation and Personal and Corporate Protection.  He also has a strong background in building relationships with professional connections such as solicitors, property agents, accountants, stockbrokers, investment houses and employee benefit consultants.

He is a keen sportsman, enjoying golf and squash on a regular basis. He has recently moved to Wiltshire along with his family and is enjoying getting to know the local area.

To contact Simon please ring 01225 785570 or send him an email  

Mervyn Osman

Mervyn is a Director of Monahans Financial Services.

In the industry since 1979, Mervyn was  Managing Director of Kallender Jeffries Financial Services before joining Monahans Financial Services in 2001, following the merger of the two firms.

Mervyn is married, is a keen golfer and lists music, fine food and wine amongst his interests.

To contact Mervyn please ring 01225 785570 or send him an email

Andrew Hunt

Associate Director Andrew joined Monahans in 2004 having worked for Equitable Life, Scottish Widows and    Co-operative IFA's.

As well as offering professional financial planning advice to personal and corporate clients, Andrew is also an accredited member of Resolution - previously the UK Collaborative Family Law Group, and is therefore able to advise on the financial intricacies of the legal divorce process.

In his spare time Andrew is a keen motor biker and an observer with the Institute of Advanced Motorcyclists as well as a supporter of Leeds United FC.

To contact Andrew please ring 01793 818370 or send him an email 

Bob Luckett

Bob is a Senior Financial Consultant and Wealth Advisor at Monahans.  

With over fifteen years industry knowledge Bob joined the team in 2008. He advises clients on all aspects of their personal finances, specialising in Wealth Management and Inheritance Tax Planning.

In his spare time Bob enjoys mountaineering - as a qualified Mountain Leader he trains and assesses Scout Leaders to take young people into the hills, and also instructs Scouts and Guides in Climbing and Abseiling.

To contact Bob please ring 01225 785570 or send him an email

Camilla Atkins

Camilla joins us from Target Consultancy, and brings a wealth of financial management experience. 

She is experienced in both personal and corporate investments, pensions and insurance protection, as well as offering advice on Inheritance Tax.  

Camilla specialises in employee benefits, particularly group pensions.

Camilla lives in Bath and enjoys the cinema, restaurants, going to the gym, cycling and walking in the hills. 

To contact Camilla please ring 01225 785570 or send her an email

John White

John started his career in the Financial Services Industry in 1991.  After 9 years of working for two major life assurance companies John joined Ernst & Young Financial Services on the Independant Financial Adviser side. He joined Monahans Financial Services Limited in March 2006.

He specialises in Investment, Inheritance Tax and retirement planning.

John is married to Shelley, a member of the technical support team.  Away from work their time is taken up looking after three young sons who are already showing signs of following their Dad's interest in all sports.

To contact John please ring 01225 785570 or send him an email

 

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