Esther Davies - Mortgage & Financial Planning Consultant

Esther Davies - Mortgage & Financial Planning Consultant I am a Mortgage and Financial Planning Consultant, working within the Practice at Mark Anthony Monk Financial Consultancy.

We offer a Professional Advisory Service that is always personally tailored to reflect the individuals needs and objectives. Our aim is to offer a highly personalised service to our clients that will deliver what they expect in a clear and understanding fashion. We are conscious that mortgage and financial planning can prove daunting and complex. We aim to offer advice that is always personally ta

ilored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standards. We aim to build long term relationships with our clients and meet their ever-changing financial needs throughout their life stages. We understand that financial needs change and therefore we will always communicate to our customers in a way that is clear, fair and not misleading. We believe it is essential to have an agreed contract strategy to allow our clients to discuss any change in circumstances of future aspirations on a regular basis.

23/07/2026
17/07/2026

Last month, the government introduced further changes to the UK’s Isa regime. From April 6 2027, savers who hold cash inside a stocks-and-shares Isa will be subject to a flat 22 per cent tax charge on any interest that cash earns.

28/06/2026
22/06/2026

Following Sir Keir Starmer’s resignation this morning, many will be reflecting on what comes next.

Shifts in leadership, alongside changing economic conditions and constant news updates, can leave you wondering whether you should make changes to their investments, retirement plans or wider finances.

Read our latest blog: https://www.theopenworkpartnership.com/news/why-advice-matters-in-uncertain-times/

29/05/2026

A brilliant way to end the week! 🎉

We’re proud to be shortlisted for both “Best Network” and “Best Financial Adviser Academy (200 advisers and above)” at the 2026 Money Marketing Awards.

It’s fantastic recognition of the work happening across our network and the impact of our Academy in supporting the next generation of advisers.

12/03/2026

We’re delighted to share that we’ve been shortlisted in the Best Network (300 firms or more) category at the Mortgage Strategy Awards 2026!

It’s an honour to be recognised alongside so many exceptional firms across the industry. This achievement reflects the hard work, dedication and expertise of our incredible network.

ISA allowance cut – Autumn Budget Following the Autumn Budget, the government has confirmed that from 2027/28 the maximu...
01/12/2025

ISA allowance cut – Autumn Budget

Following the Autumn Budget, the government has confirmed that from 2027/28 the maximum you can pay into a cash ISA will fall to £12,000 if you’re under 65. Your overall ISA allowance will remain at £20,000 but a smaller portion will be available for cash.

If you rely on a cash ISA to keep your savings tax-free, this change could affect how you plan ahead.

You still have options. This is a good moment to review how your money is working for you and think about whether investing could help you stay on track 📈

We can help you look at your cash, explore alternatives such as a stocks & shares ISA and build a plan that fits your goals.

If you want to make the most of your future allowance, get in touch and let’s take action together 💬

We are proud to announce……
28/11/2025

We are proud to announce……

Address

8 High Street
Coleford
GL168HF

Telephone

+447768686176

Website

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