Putting you back in touch with your wealth
"I don't know how my money is working for me"
If there is a downside to wealth it is the time it takes to keep your assets working hard for you. Ironically, the more successful you become in life, the less time you may have to do this.
None of us want to go from pillar to post finding all our documents, then taking the time to pore over them to calculate the state of our wealth.
And when you spend valuable time with us, you want to use that time planning what is best for your future rather than wasting time and money on the administration of your investments.
"I want to know what is happening with my investments when it is convenient for me"
Today, the process of managing your wealth can be simple. We use a tool called Wrap for our Wealth Management Service, which brings all of your investments together in one place. It is a simple and logical way to keep track of your investments, saving you time and putting you in control.
Monahans Wealth Management Service
We use leading providers of technology to run the online investment platform that we use for our wealth management service. These providers aim to ensure that the platform, and everything we do for you through it, run smoothly. Along with providing a commitment to great service and support, this also benefits you by freeing up our time to focus on your planning. We are not obliged to use any of the providers funds, thus remaining truly independent. You won't hear as much from the provider as you might expect, they play more of a supporting role. You will still get documentation from them, including an annual statement, but their role is to support us and be a trusted partner for us both.
Of course the financial goals you set throughout your life will change regularly. But from day one the Monahans Wealth Management Service can help you to meet life's challenges with a flexible range of choices.
To find out more call us on (01225) 785570
or send us an email.