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Moneo Wealth Management
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  Welcome to Moneo...

 

Moneo is a firm of Chartered Financial Planners who help clients to identify, achieve and maintain their desired lifestyle. For more details please go to >> Financial Planning

Moneo was established in 1999. Our head office is in Redland, Bristol and is run by Ken Simmonds. To provide wider UK coverage, in January 2007 we opened a second office in Rickmansworth, Hertfordshire, which is run by Ken Connor.

Clients
We advise a broad range of clients including businesses, the employed, self-employed and the retired. While each of our clients is unique, they all have one thing in common: they want unbiased, independent advice from highly qualified, experienced professionals.

What is it going to cost?
As fee based Financial Planners you can be sure of impartial advice at all times. Our charging structure is clear, transparent, and offers excellent value for money. We will discuss our fees with you and you will not be charge anything until you have engaged us as your adviser in writing. For more details please go to >> Costs

What can you expect from us?
Reassurance that your finances are in safe hands; we provide technical excellence as standard and take pride in exceeding our clients' expectations. Moneo has also been awarded the prestigious 'Chartered Financial Planners' status, the gold standard qualification in Financial Services. For more details please go to >> Chartered Financial Planning

Online Access
Clients will have full visibility of their investment and pension funds through our Client Portal. This offers a single, consolidated view with secure, up-to-the-minute valuations available instantly online. Moneo client portal >> Login

What's your number?
Clients usually have a number of existing assets including investments, pensions, properties and businesses. However it can be difficult to know if these assets will be sufficient to provide and maintain the lifestyle clients want in retirement. Our cashflow forecasting tool will show clients what their financial future looks like and what needs to be done to achieve financial independence. Showing clients that they can retire early or help their children financially is the most rewarding part of our role as Financial Planners.

     

 

© Moneo Wealth Management Ltd Est 1999
Authorised and Regulated by the Financial Conduct Authority
Registered in England and Wales Company Registration Number 3863161
Registered Office: 45 Lower Redland Road, Redland, Bristol, BS6 6TB