A brief introduction
Having initially trained as an accountant, I have been a financial adviser since 1991. Covering most aspects of financial planning, I specialise in providing retirement, inheritance and investment solutions to a broad range of clients.
I have a sound knowledge of long term care and pensions rights on divorce issues. In addition, I assist employers with new workplace pensions legislation for their staff.
Monahans Wealth Management are a very professional company. Through their Wealth Management Service, Andrew Hunt and Loretta Macedo have delivered very high levels of client service and support. Their knowledge and proactive approach to client management is much appreciated and recognised. At a critical stage for my financial planning, I am totally reassured to be a client of such a professional company and their staff.