Wokingham Accountants

Independent Financial Advisor

IFA

Jim Monger - Financial Advisor

Jim offers a free of charge initial consultation with no obligation.

Jim has over 20 years’ experience in the pension and investment industry. He provides unbiased and comprehensive advice on products and services from the 'whole of the market' - this means there are no restrictions on the products he offers.

We always receive glowing feedback from the clients we recommend to Jim, 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

  • Your financial circumstances have changed since you last saw an IFA, such as:

    • Marriage/divorce

    • Birth of children

    • Death of a spouse or parent

    • Moving house or investing in buy-to-let

    • Coming in to 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.