A brief introduction
I joined Monahans Wealth Management in 2008 and have over 35 years experience in the financial services sector.
I advise clients on a broad range of their personal finances. However I have an in-depth knowledge in the areas of wealth management, pensions, inheritance tax planning and long term care.
Retirement Planning Options
Bob Luckett and Leanne Whitcroft were a pleasure to deal with, in what for us were a very important series of steps that we needed to make in our Financial Arrangements. Thank you both, we would have no hesitation in turning to them for advice & assistance or recommending their services. Thank you.
Mrs J A Bridle