Jim Monger - Financial Advisor
Jim offers a free-of-charge initial consultation with no obligation.
With over 20 years of experience in the pension and investment industry, Jim provides unbiased and comprehensive advice on products and services from the 'whole of the market'—meaning there are no restrictions on the products he offers.
Jim is always happy to have a chat with anyone who may need financial advice. He typically starts with an initial phone call or Teams meeting to understand your situation and see if he can help. If a more in-depth discussion is needed, he is usually happy to arrange a face-to-face meeting during business hours where appropriate. Both of these meetings come with no obligation.
Jim has his clients' best interests at heart, and we consistently receive glowing feedback from those we recommend to him—so we know you’ll be in good hands.
We’d recommend arranging a meeting with Jim if you’ve never met with an IFA before or your financial circumstances have changed since you last saw an IFA, such as:
Marriage/divorce
Birth of children
Death of a spouse/parent
Moving house or investing in buy-to-let
Coming into an inheritance
Promotion/changing jobs
Retiring or starting to use your pension fund
Moving abroad
Going into care
Get in touch.
To request that Jim get in touch with you, feel free to fill out the following form. Please be aware that this form will be sent via email.