Investment Advisory Service

From time to time, clients come to a cross-road in their lives when a broader financial ‘health check’ is a really constructive exercise.  It is also never too early to think about retirement planning and consider which pension option may be best for your situation.  At Maunby, we believe it is crucial to find someone who can provide reliable and impartial advice on such matters.

To that end, we have worked for a number of years with our independent Consultant John Holian.

John is a Chartered Financial Planner and provides independent financial planning advice to any of Maunby’s clients who feel his services would be of use to them.  John’s expertise covers a wide range of services including retirement planning, financial protection such as life insurance and estate planning as well as an overall financial ‘health’ check.

All of these services are offered on a time-based fee basis, meaning that clients only pay for time they require.

Whilst John is not based at our offices he is located nearby in Harrogate and we meet with him at least once a week.

Please do get in touch if you would be interesting in these wider financial services.