About Us
Monahans Financial Services Limited is the Independent Financial Adviser arm of Monahans Chartered Accountants. A very well respected firm within the financial services industry, we were established in 1981 and originally advised clients as far back as 1965, before becoming part of Monahans in 1999.
With permanent offices in Trowbridge and Swindon, and a regular presence in our Chippenham and Glastonbury offices, our expertise serves an increasing number of private clients, sole traders, partnerships and limited companies. As part of the Monahans organisation, we maintain strong professional connections across the West of England. Clients extend throughout the UK and increasingly abroad for the expatriate market.
As Independent Financial Advisers, we have access to the full range of services offered by investment companies and pension providers. We combine the experience and expertise of our advisers with the latest technology to offer the solutions and services that are right for you. Our aim is to create a long-term relationship with you, working to understand your private and business financial requirements, enabling us to offer individual and integrated guidance without bias.
What makes us different is the personal way we deal with our clients. Everyone is an individual and every financial plan we recommend is tailored specifically to that persons' needs.
"Monahans Financial Services have provided a superb service"
Mr and Mrs G Warren