Investment management for individuals, their families and trusts

Maunby provides a friendly and genuinely personal service to all of our clients. Whether you are young and saving for the future, a family with children at school or university or a new grandparent intending to start passing wealth down to the next generation, we can help you. Our role is to navigate a safe course for you through the investment world by creating and managing portfolios that will meet your current and future needs.

Find out more about Why We’re Different

Many of our clients have been with us for more than twenty years, and we are both touched and incredibly grateful that our growth over that time has been, in part, due to personal recommendations from some of our existing clients to their friends and family. We also have considerable experience with trusts of all shapes and sizes, and are able to respond intelligently to calls for assistance in such complex areas.

For clients making plans for their retirement, John Holian, one of our Consultants, can provide prompt and impartial advice. John is a Chartered Financial Planner who provides advice to clients wanting a broader review of their investment affairs, including pension provision.

As you would expect, we offer tax efficient wrappers such as New ISAs (NISAs) and Junior ISAs as well as being able to manage investments in SIPP (Self-Invested Personal Pension) and SSAS (Small Self Administered Scheme) wrappers for clients.

Inheritance Tax Services

As part of our range services tailored around the needs of clients Maunby, offer a specialist Inheritance tax service that may be appropriate for high net worth clients.

Environmental, Social and Governance (ESG)

A growing issue amongst the public is the environmental, social and governance aspects of investing, as we all become a little more aware of our personal impact on the world. Sustainability and governance is not a new concept to us when investing, as well run companies often produce the best long term returns. Our clients have differing views on how should ESG be approached, so we prefer to discover what is important to them individually rather than force them into a ‘one size fits all’ formula. You can learn more about our approach to ESG here.

If you would like to find out more about our discretionary investment management services, please get in touch.