Monahans Wealth Management is a local, well respected firm providing wealth management 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 MHA 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 tailored to and suit your objectives.
MHA Monahans team of expert advisers each have many years experience in the financial services industry, Our goal is to ensure your financial goals are successfully achieved, that the advice you receive is impartial and innovative and 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.