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    Archived pages: 39 . Archive date: 2014-10.

  • Title: Independent Financial Advisers Bath, Chippenham, Glastonbury, Swindon, Trowbridge - Monahans Financial Services
    Descriptive info: .. LinkedIn.. Google+.. Twitter.. Find your local office.. Find local office.. or.. request call back.. Menu.. Home.. Who We Are.. Overview.. What We Offer.. Our Heritage.. Qualified To Help.. Director and IFA profiles.. Private Client Services.. Wealth Management.. Protecting Your Family.. Employer Services.. Auto Enrolment.. Business Protection.. Corporate Investment.. News and Events.. Contact.. Close.. Managing your future simply and effectively.. Our wealth management service is tailored to your financial needs.. Discover more.. Creating a portfolio that s right for you.. Our experts will help you to build an investment strategy that works for you.. A simple and straightforward approach to finance.. Our open fee structure enables you to find the financial service most suitable for your needs.. Auto-enrolment.. Specialist advice across a range of financial services.. From inheritance tax to pensions, we can help make your money work for you.. Welcome to Monahans Financial Services.. Our team of Independent Financial Advisers can advise you across a range of financial subjects including financial protection, wealth management and family wealth transfer estate planning.. We will help you to make considered decisions about your financial future through our client focussed  ...   of the marketplace.. We pride ourselves on the long-standing relationships we develop with our clients, we can only provide advice that is suitable once we understand who you are and what you wish to achieve.. Latest news.. New Pension Reforms bring welcome flexibility for those approaching retirement.. From April 6 2015, anyone over 55 can take their entire pension pot as cash, with 25% tax free.. As employers, just as you have got used to the change in procedures surrounding the implementation of Real Time Information (RTI), we now have the Auto Enrolment (AE) legislation to address.. Client testimonial.. When I came to Monahans I was totally confused about pensions, when I arrived I spoke with Andrew Hunt, he explained my options and.. Gloria Ravenscroft.. Login to the.. Monahans Wealth Management Portal.. Ask us a question.. Full name.. *.. Email.. Telephone.. Website.. Request a call back.. Your message.. Index.. Disclaimer.. Privacy.. Accessibility.. Sitemap.. Employee Mail.. Employee Access.. Office locations:.. Bath.. Chippenham.. Glastonbury.. Swindon.. Trowbridge.. Monahans Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.. Copyright Monahans Financial Services 2014.. Professional Website Design.. – RealityHouse..

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  • Title: Independent Financial Advisers Bath, Chippenham, Glastonbury, Swindon, Trowbridge - Monahans Financial Services
    Descriptive info: Advice given in a friendly and informative manner.. Mr Mrs Worboys..

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  • Title: IFA Bath, IFA Chippenham, IFA Glastonbury, IFA Swindon, IFA Trowbridge - Monahans Financial Services
    Descriptive info: | Contact.. Contact Us.. Monahans has offices in Bath, Swindon, Chippenham, Trowbridge and Glastonbury.. Each delivers core accountancy services as well as providing additional specialised services aimed at owner managed businesses and private individuals.. Bath Office.. Lennox House.. 3 Pierrepont Street.. BA1 1LB.. 01225 472 800.. 01225 472 801.. Get directions.. Chippenham Office..  ...   01249 766 967.. Glastonbury Office.. 3 Landmark House.. Wirral Park Road.. Somerset.. BA6 9FR.. 01458 836 810.. 01458 836 811.. Swindon Office.. 38-42 Newport Street.. SN1 3DR.. 01793 818 300.. 01793 818 301.. Trowbridge Office.. Clarks Mill.. Stallard Street.. BA14 8HH.. 01225 785 520.. 01225 785 521.. Ask a question.. Name.. Postcode.. Message..

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  • Title: Independent Financial Advisers Bath, Chippenham, Glastonbury, Swindon, Trowbridge - Monahans Financial Services
    Descriptive info: | Who We Are.. Monahans Financial Services is a local, well respected firm providing financial advice to a range of personal and business clients.. With offices throughout the West of England we aim to build strong relationships with our clients, so that we get to know them and can deliver bespoke recommendations to meet their needs.. Our services include advice to both personal and business clients.. Together with Monahans Chartered Accountants, we are able to offer a complete package of financial services and independent advice tailored to your specific needs, and we pride ourselves on the bespoke, unbiased service we create for you.. By working with one of our independent financial advisors, you will benefit from advice that is truly independent, making recommendations that are  ...   that you obtain a completely bespoke financial package based on your specific needs and current situation.. We will work to build a strong, long-term relationship with you, allowing you to focus on living your life or running your business rather than spending your time worrying about financial matters.. To find out more call (01225) 785570 or.. send us an email.. Having never made any investments like this before we were obviously a little apprehensive but at all stages of our consultations my wife and myself found Mr Hunt very knowledgeable and professional and all our concerns were swiftly laid to rest, his recommendations were concise and easy to understand, altogether an excellent service that we wouldn't hesitate to recommend to friends and colleagues.. Mr Steve Knowles..

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  • Title: What we offer - Monahans Financial Services
    Descriptive info: |.. | What We Offer.. Related articles.. An all-in-one solution.. Together with Monahans Chartered Accountants, we aim to offer an all-in-one solution to all your tax and financial management needs.. We have a number of chartered independent financial advisors who are all able to offer the best unbiased advice about any area of your personal or business financial management.. Our financial advisors have access to the full range of services offered by investment companies and pension providers and our job is to stay up-to-date with any developments in the marketplace, so you can rest assured that the service you receive takes account of the latest opportunities to secure your financial well-being.. Client-centred approach.. Working with one of our independent financial advisors, you will benefit from a vast range of professional, friendly and unbiased advice.. Remaining in close consultation with you throughout, we carefully strive to understand your private and business financial requirements and the end result is a bespoke financial management package carefully tailored to suit  ...   offerings in the world of financial and investment services.. Keeping abreast of developments in the financial industry ensures that they are able to offer current information and provide the full range of solutions when discussing your options.. Our advisers are well equipped to assist and advise in the following areas, as well as many others:.. Private wealth management.. Financial protection for your family.. Financial protection for your business.. Personal investment and pension advice.. Corporate investment.. Workplace pensions.. When I came to Monahans I was totally confused about pensions, when I arrived I spoke with Andrew Hunt, he explained my options and made it all much clearer and I am very happy with the outcome.. I have recommended Monahans to all my friends and I will continue to do so.. Thankyou to all at Monahans for your help.. Meet the team.. Andrew Hunt.. Director.. 01793 818300.. Email Andrew.. Bob Luckett.. Senior Consultant.. 01225 785570.. Email Bob.. Simon Ewings.. Managing Director.. 01225 472800.. Email Simon.. Steve Missen.. Email Steve..

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  • Title: Our heritage - Monahans Financial Services
    Descriptive info: | Our Heritage.. Monahans, together with the individuals who drive us forward, has been successful in weaving a rich, successful history in the financial services industry.. Many years of qualified financial advice.. Monahans Financial Services formed the Independent Financial Adviser branch of Monahans Chartered Accountants in 1999.. However it has been making a name for itself since 1965 when it first began providing qualified financial advice to clients.. Monahans financial services is extremely proud to be one of the first in the country to achieve chartered status in 2007.. Our forward thinking approach is reflected daily in the consistent level of sound and impartial advice provided by each  ...   a strong presence since its inception, with five offices currently in the region.. We are committed to serving the local region from any one of our five offices.. Continuing client satisfaction.. We are proud to consistently receive positive feedback from our clients, many of whom return to us again and again for the quality of the independent financial advice we provide.. Building on our success, we have adapted to the changes in the market and harnessed the power of evolving technology to allow a more streamlined service but we have always stuck to our principle of focusing on providing a completely bespoke solution for each and every client..

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  • Title: Professional Indpendent Financial Advice - Monahans Financial Services
    Descriptive info: | Qualified To Help.. Monahans understand that most people do not have the time it takes to fully dedicate themselves to keeping up with the ever changing financial market.. Taking care of your professional and personal life is often a full time job in itself, with little room for financial planning.. However with our team of independent financial advisers available you need never be concerned about planning your financial future again.. Our advisers are happy to discuss a range of financial planning subjects with you and assist you in prioritising those areas deemed relevant to your personal circumstances.. In addition, because of our independent status we are able to make recommendations that are  ...   it be needed all under the one roof.. All of our financial planners have joined us from a variety of backgrounds, each with differing specialisms and interests within the financial market.. While you can expect to receive the very best advice in any general area of financial management, you can also benefit from the years of experience which many of our financial advisers have amassed in specialised areas of the market.. Our financial advisers are not only there to assess your requirements and create fully bespoke financial packages for you, but they will also continue providing you with expertise and ongoing advice to ensure any initial recommendations remain applicable to your ever-changing personal circumstances..

    Original link path: /about-advice.asp
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  • Title: Director and IFA profiles - Monahans Financial Services
    Descriptive info: | Director and IFA profiles.. Find an expert.. Search by name.. Search by expertise.. Corporate protection.. Financial planning.. Individual pensions.. Inheritance tax.. Investments.. Personal protection.. Retirement planning.. Tax.. Trusts..

    Original link path: /people.asp
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  • Title: Monahans Wealth Management - Monahans Financial Services
    Descriptive info: | Private Client Services.. At Monahans financial services we recognise that protecting the financial interests of individuals is a particularly important and often sensitive matter which needs to be handled with care.. Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day to day living and allows a level of comfort which may otherwise be difficult to achieve.. That is why we work hard with our private clients to get to know them as parents, grandparents, wives or husbands who care for their families, as well as business owners and corporate professionals.. We are able to provide a higher quality of service by building close relationships with our clients on an individual level and ensuring that we understand what they really value.. Wealth management.. People work tirelessly to amass a great  ...   the long term and to create a completely bespoke wealth management plan which will assist you in not only increasing your financial wealth but also protecting what you have accumulated.. Protecting your family.. Financial protection for one s family is of utmost importance and most do whatever they can to be reassured that their loved ones will be secure.. Our advisers will work closely with you to inform you on the options available through the various points in your working life, retirement and beyond.. Making a few wise investment choices at the start can ensure that your family are properly protected and able to live comfortably without daily financial stresses and strains.. If you would like to know more about how you can protect your wealth or your family call 01225 785570 or.. email.. today to find out how we can help..

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  • Title: Wealth Management is a Process - Monahans Financial Services
    Descriptive info: | Wealth Management.. Monahans Wealth Management Service.. Monahans offers a range of private client services, each designed to benefit the individual client and assist you in making the most of your personal wealth.. It is often the case that, the more successful you become, the less time you can afford to dedicate to managing your wealth.. It is also true that, your personal finance requires ongoing monitoring and management to ensure your wealth is working hard for you.. Monahans independent financial advisers are available to assist on both counts.. With our dedicated wealth management service, our financial advisors can help you make your money work for you rather than the other way around.. We will take stock of all the assets and investments you currently  ...   as your advisers to track their progress and suggest investment opportunities and other products which are suitable to you.. Harnessing the latest technology not only improves our ability to provide you with advice but ensures that you are always kept in the picture.. Our financial advisers are able to assist in a range of ways, depending on the nature of your long term goals.. These include, but are not restricted to:.. Investment and portfolio management.. Generation of a tax-efficient income.. Pension planning.. Family wealth transfer and Estate management.. Tax planning.. Whether you are just beginning to invest, or already have a number of investments, Monahans are able to offer financial advice and support to help you maximise your assets and make them work for you..

    Original link path: /wealthmanagement.asp
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  • Title: Protecting your family - Monahans Financial Services
    Descriptive info: | Protecting Your Family.. Financial security is at the forefront of the minds of most people and, when you are in a position of wealth, it is important to protect it, thus ensuring the financial security of your family no matter how your circumstances might change.. With endless options and products on offer, the prospect of planning your family s financial future can appear daunting.. However Monahans independent financial advisers are able to assist in full with analysing your current financial position and selecting the best products on the market to match, ultimately creating a completely bespoke financial plan tailored specifically to  ...   for example, considered the following:.. How can I ensure my family are protected in the event of my premature death?.. How can I protect my income should I be unable to work?.. Should I look at funding a pension or would an alternative savings option work better for me and my family?.. How can my family and I be financially independent?.. Our advisers are there to work with you and find solutions to all these questions.. We will identify products which will allow you to use your money in the most efficient way to ensure the complete protection of your family s future..

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    Archived pages: 39