Simon Ewings

A brief introduction

I joined Monahans Wealth Management in 2011 after relocating from Devon where I worked for a financial advice firm for 9 years. 

Background

I am a member of the Chartered Insurance Institute and qualified as a Chartered Financial Planner in 2009.

As well as the general running of the business, my role involves working with clients to deliver professional and independent financial advice which is tailored to their specific requirements. Every client scenario is different and therefore requires a unique solution which makes the job both interesting and rewarding.

My qualifications and experience cover all aspects of Financial Planning and Wealth Management.

Expertise

Investment Planning
Managing Wealth via the use of Trusts
Inheritance Tax mitigation
Wealth protection via the use of insurance policies or investment-based solutions
Advise on Lifetime Allowance issues
Defined Benefit Pension Transfers
Pension consolidation
Retirement income planning

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Client testimonial

After selling our business we needed professional advice to ensure our finances were structured in the best way possible, providing us with a retirement income to see us through the next phase of our lives. With all the noise and complexity around personal finance we decided to work with Simon Ewings and the team at Monahans Wealth Management. As a result of Simon’s professional help we quickly gained confidence and felt less overwhelmed. It is very useful having a dedicated financial adviser whom we can contact at any time to answer questions we have along the way.

Mr & Mrs Hall