Why should you use the Monahans Wealth Management Service?

Everything in one place

With all your investments held in one place, you will be able to see at a glance where you are invested, what your investments are worth and how they are performing.

Wide investment choice

Monahans Wealth Management Service provides you with almost unlimited access to a wide choice of invesmtents including: direct Stocks and Shares, Exchange Traded Funds (ETFs), various Structured Products, Offshore Investments, Venture Capital Trusts (VCTs) and Cash Deposits.

Monahans Wealth Management Service also provides you with access to our range of risk graded investment portfolios.  These range from Defensive and Cautious at the lower end of the risk scale and move through Balanced, Growth and Aggressive Growth for the more adventurous investor.

Review your investments quickly and easily

Monahans Wealth Management Service provides you with on-line access, which means your investments can be easily reviewed and monitored and any agreed changes can be made quickly and easily.  We can also communicate with you online to make mananging your investments quicker and easier.

Trustee and pension scheme investment

Monahans Wealth Management Service is available to those investing as a trustee or via a pension scheme.  We have found that Trustee Investments, particularly utilising our range of monitored Wealth Management Portfolios, have been very successful.

Help with completing your tax return

As all of your investments are held in one place, gathering information for your tax return is simple.  Furthermore, calculations can be made each year to account for any Capital Gains Tax (CGT) liability.

Value for money

Charges are completely clear and transparent - enabling us to deliver a clear client proposition based on first class service and investment management.

There are no initial charges on over 2,000 funds, saving as much as 5.50% on up front fees.  There are also no fund switching fees.  In addition, Monahans Wealth Management Service offers large fund rebates and 'family member' discounts.

Share Dealing Service

Monahans Wealth Management Service provides you with access to an execution only stockbroking service via a web based stockbroker.  This service enables you to instruct us to buy or sell shares if you wish to diversify your portfolio.

No means yes!

Here are 3 simple questions, if you answer 'no' to any of them, then the Monahans Wealth Management Service could be the solution for you:

Do you believe you are investing as efficiently as you could be?

Do you know what your goals are, and how your investments link to them?

Do you have the time to research and do the paperwork for a complex portfolio.

 

To find out more call us on (01225) 785570 

or send us an email.

 

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