Site Map

Use these links to rapidly find your way around our web site.

• Home : Experienced chartered independent financial advisers at Monahans Financial Services Ltd based in Bath, Chippenham, Glastonbury, Swindon and Trowbridge. Our IFAs will guide you through the difficult financial decisions you make. Whether investments, pensions, insurance or mortgages, we can advise you so you make the most of your financial future.
• Disclaimer : Disclaimer
• Privacy : Privacy
• Accessibility : Accessibility
• Site Map : Site Map
• Terms of Business : Terms of Business, business terms
• About Us : Monahans Financial Services Ltd provides completely independent financial advice and services from our offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge. Our team of independent financial advisers have gained Chartered Status as a reflection of the quality of advice we provide
  • Our People : Monahans Financial Services Ltd, independent financial advisers in Trowbridge, Swindon, Chippenham, Bath and Glastonbury provide completely independent financial advice across a range of financial areas.
  • Working for Us : Working at Monahans Financial Services, a leading group of independent financial advisers with offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge
    • Current Vacancies : Current Vacancies at Monahans Financial Services Ltd
  • Professional Advice : Monahans Financial Services Limited has a team of Chartered IFAs who provide highly Professional Advice across a wide range of financial topics
• Services : Monahans Financial Services chartered team of IFAs provides completely independent financial advice across a range of financial issues from offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge.
  • Inheritance Tax : Monahans Financial Services Ltd, chartered independent financial advisers based in Bath, Chippenham, Glastonbury, Swindon and Trowbridge, explain what inheritance is all about and ideas for ensuring you pay no more than necessary.
  • Investments : Monahans Financial Services Ltd can manage all of your investments in one place through our Wealth Management Service.
  • Pensions Overview : Monahans Financial Services Ltd are specialists in pensions and retirement planning, including state pension, occupational pension plans, personal pensions, stakeholder schemes and tax relief. Click through to learn more
    • Occupational Pension Plan : Monahans Financial Services Ltd are specialists in the set up and administration of occupational pension schemes, we also provide tax, insuance and savings advice
    • Personal Pensions : Monahans Financial Services Ltd are specialists in providing advice on personal pensions and stakeholder schemes, as well as tax advice and state and occupational pension plans
    • Pensions Tax Relief : Monahans Financial Services Ltd can provide you with information about pensionsand retirement including state pension, occupation pension plans, personal pension plans and stakeholder schemes, click through and find out more
    • Pensions & Divorce : Monahans Financial Services Ltd has a team of Chartered IFA's who are able to advise on the financial aspects of pensions as part of a divorce settlement.
    • Pensions - Work Based : With work-based pensions changing, Monahans Financial Services Ltd are able to advise businesses on the best way to introduce the changes and advise if their current scheme meets the new requirements.
  • Trusts : Monahans Financial Services Limited can help you to set up and manage your trust assets.
    • Types of Trusts : Monahans Financial Services Limited can help you to set up and manage your trust assets
    • Role of Trustees : Reduce Inheritance Tax, keep control of your property and ensure immediate pay out to beneficiaries by placing your assets into a trust. Monahans Financial Services Ltd explain the obligations of a trustee
    • Managing Your Investments : Monahans Financial Services Limited can help you to set up and manage a Trust.
    • Even More Changes : Trusts are potentially complex and Monahans Financial Services Limited can help you to set up and manage a trust and ensure the maximum return.
• Wealth Management : Monahans Wealth Management service provides a complete solution to the management of your finances. Providing independent investment and tax advice from a single point of contact.
  • Why Monahans? : The benefits of Monahans Wealth Management Service
  • Choose your Portfolio : Choosing where to invest your money is one of the most challenging decisions you will ever make. Monahans will guide you through the process, helping you to build a portfolio that's right for you
• Our Commitment : Monahans Financial Services Ltd are commitment to provided the best independent financial advice across Wiltshire and Somerset from our offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge
  • What Our Clients Say : Monhans Financial Services is a firm of independent advisers with offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge. Read what our clients say about us.
• Financial Guides : Monahans have produce a series of Financial Guides to help you make the best financial decisions
• News & Events : Monahans Financial Services Ltd provides regular updates on the key financial news affecting people. Chartered Independent financial advisers based in Bath, Chippenham, Glastonbury, Swindon and Trowbridge provide independent financial advice throughout Wiltshire, Somerset and beyond.
  • Events & Seminars : Events & Seminars
  • Financial News : Financial News
  • In House News : Monahans Financial Services Ltd In House News
  • Newsletters : Monahans Financial Services Newsletters
• Contact : Contact Monahans Financial Services Limited, chartered independent financial advisers with offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge.
  • Our Offices : Monahans Financial Services Ltd is a firm of Chartered Independent Financial Advisers with offices in Bath, Chippenham, Glastonbury, Swindon and Trowbridge
    • Bath Office : Read details of Monahans Financial Advisers Bath Office, including contact details and a map. One of the few firms of Chartered IFAs in the area.
    • Chippenham Office : Monahans Financial Services Ltd have a team of Chartered Independent Financial Advisers based out of our Chippenham Office.
    • Glastonbury Office : Monahans Financial Services have a team of Chartered Independent Financial Advisers based out of our Glastonbury Office
    • Swindon Office : Monahans Financial Services are a firm of Chartered Independent Financial Advisers based in Swindon.
    • Trowbridge Office : Monahans Financial Services Ltd has a team of Chartered Independent Financial Advisers based in our Trowbridge Office
• Web Design & Website Development by RealityHouse Limited

In this section

Please make a donation to the Princes Trust