About the Business

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 approach. Our Chartered status is a reflection of the quality of independent financial advice we provide. We are a part of the Monahans Group of companies, which enables us to access other specialist services on your behalf, should it be needed.

Furthermore, due to our independent status our advice is completely unbiased and any financial products we may recommend are only provided after a rigorous assessment 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.

Location & Hours

38-42 Newport Street

Swindon, SN1 3DR
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