Moneo Wealth Manangement Ltd

Independent Financial Adviser  45 Lower Redland Road, Bristol, BS6 6TB
FCA authorised
Last authorised 2nd August 2021
Helping clients to achieve and maintain the lifestyle they would like and be confident that they wont runout of money
We can advise you on
Pensions & retirement planning
Pensions review
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Unit trusts
Regular savings
Savings for children
School fees planning
Taxation planning
Meet our advisers
MR Ken Simmonds BSc(Hons), AFPC, Managing Director
Lifestyle Financial Planner
About us

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
Implementation fee
Review fee

We offer an initial consultation with no cost or obligation.

Our services

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

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

45 Lower Redland Road, Redland, Bristol, BS6 6TB

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