Mark Anthony Monk Financial Consultancy

Mark Anthony Monk Financial Consultancy Professional Mortgage and Financial Planning Advice Service that's personally tailored to your needs

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 even for the experienced investor financial planning can prove daunting and complex. Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential p

rofessional 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.

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.

05/02/2026
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…..

24/11/2025
11/11/2025
06/11/2025
18/09/2025

⏸️ No change to the Base Rate from the Bank of England today.

Are you taking this pause as a breather or using it to plan your next move?

10/09/2025

🎯 Ambitious financial goals, but no clear strategy?

If you're working toward meaningful financial milestones without a structured plan, it may be time to consult a financial adviser. The right guidance can help reduce uncertainty, support confident decision-making, and put you on a clearer path to long-term wealth.

👉 Start planning with purpose—connect with an adviser today.

The Openwork Partnership is a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 04/08/2025.

04/09/2025

📣 Real advice isn't one-size-fits-all.

Our financial advisers take the time to get to know you: your goals, your worries, your ‘what ifs’.

💡 Whatever your financial plan looks like, they’ll be with you at every step with advice that’s built around you.

The Openwork Partnership is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England 4399725. Registered Office: Auckland House, Lydiard Fields, Swindon SN5 8UB.

Approved by The Openwork Partnership on 27/06/2025.

Address

Mark Anthony Monk Financial Consultancy, 8 High Street
Coleford
GL168HF

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