Moneo is a small, independent, Chartered Financial Planners (highly qualified) who provide Financial Planning services to a wide range of clients. Our offices are based in Bristol (run by Ken Simmonds) and Rickmansworth (run by Ken Connor). We will help define your life goals, objectives, priorities and develop bespoke Financial Planning strategies to achieve these goals.
We provide technical excellence as standard and our charging structure is clear, transparent, offers excellent value and is published on our website <url hidden>. Our charges can be broken down into three areas:
Research or project fee
We offer an initial consultation with no cost or obligation.
We take the worry away from our clients by helping to define life goals, objectives and priorities. We develop bespoke Financial Planning strategies to achieve them
45 Lower Redland Road, Redland, Bristol, BS6 6TB
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