Monahans Financial Services Limited is the Independent Financial Adviser arm of Monahans Chartered Accountants. A very well respected firm within the financial services industry, we were established in 1981 and originally advised clients as far back as 1965, before becoming part of Monahans in 1999. In 2007 we were one of the first independent financial advisers in the country to achieve Chartered Status, which is a reflection of the quality of independent financial advice we provide.
With permanent offices in Trowbridge, Swindon and Bath, and a regular presence in our Chippenham and Glastonbury offices, our expertise serves an increasing number of private clients, sole traders, partnerships and limited companies. As part of the Monahans organisation, we maintain strong professional connections across the West of England. Clients extend throughout the UK and increasingly abroad for the expatriate market.
As Independent Financial Advisers, we have access to the full range of services offered by investment companies and pension providers, ensuring 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 private and business financial requirements, enabling us to provide individual and integrated guidance without bias.
What makes us different is the personal way we deal with our clients. Everyone is an individual and every financial plan we recommend is tailored specifically to that persons' needs.
To discuss your requirements contact us on (01225) 785520 or send us an email.