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Ken Simmonds is listed as MD of Moneo Wealth Management - Chartered Financial Planners at Moneo Wealth Management, a company with 2 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ken Simmonds.
Ken Simmonds previously worked as Owner (MD) at Moneo Wealth Management and Financial Planner at General Accident. Ken Simmonds holds Batcholer Of Science, Building Surveying, First from Liverpool John Moores University.
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Moneo Wealth Management is an independent, Chartered Financial Planning firm. We provide financial planning solutions to business owners, professionals and executives, and those at or approaching retirement. Our goal is simple: to positively impact our clients' lives. ๐ ๐ฟ๐ฒ๐๐๐ฟ๐ป ๐ผ๐ป ๐น๐ถ๐ณ๐ฒWe believe good financial planning is really about a โreturn on lifeโ. Our role is to help people maximise that return and give our clients the clarity and confidence they need to enjoy their wealth.๐๐ต๐ฎ๐ฟ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฃ๐น๐ฎ๐ป๐ป๐ฒ๐ฟ๐ - ๐ง๐ต๐ฒ '๐ด๐ผ๐น๐ฑ ๐๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ'We offer a 'gold standard' service. Established in 1999, we are holders of the prestigious Chartered Financial Planners status and are committed to delivering a highly personalised experience. Itโs something our clients have grown accustomed to, and a part of the Moneo way.๐๐ฟ๐ฒ๐ฎ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐๐๐ฟ๐๐ฒ๐ ๐ฟ๐ฒ๐๐๐น๐๐In fact, in our recent client survey, 98.6% of clients said they believe working with Moneo has helped them, or will help them, to achieve their financial goals. And 97% of clients report that they would recommend Moneo to other people.๐ข๐ณ๐ณ๐ถ๐ฐ๐ฒ๐ ๐ถ๐ป ๐๐ฟ๐ถ๐๐๐ผ๐น ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฟ๐๐ณ๐ผ๐ฟ๐ฑ๐๐ต๐ถ๐ฟ๐ฒBased from our offices in Bristol and Hertfordshire, we specialise in helping clients to identify their lifestyle objectives and building financial planning strategies to achieve them. All our strategies are bespoke, flexible, tax efficient and excellent value for money. ๐ ๐ฐ๐น๐ฒ๐ฎ๐ฟ ๐ฐ๐ต๐ฎ๐ฟ๐ด๐ถ๐ป๐ด ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒOur charging structure is clear and straightforward. You can find it on our website at www.moneo-ifa.co.uk along with more information on how we work and our clients' stories, told by them.๐๐ป ๐ถ๐ป๐ถ๐๐ถ๐ฎ๐น ๐บ๐ฒ๐ฒ๐๐ถ๐ป๐ด ๐ฎ๐ ๐ป๐ผ ๐ฐ๐ผ๐๐We always offer an initial consultation at no cost and no obligation, where we can get acquainted, help define your goals, explain how we can help you and confirm in writing what our services will cost. ๐ง๐ผ ๐๐ฒ๐ ๐๐ฝ ๐ฎ ๐บ๐ฒ๐ฒ๐๐ถ๐ป๐ด ๐ฝ๐น๐ฒ๐ฎ๐๐ฒ ๐ฐ๐ผ๐ป๐๐ฎ๐ฐ๐ ๐บ๐ฒ ๐ผ๐ป: ๐ ๐ฌ๐ญ๐ญ๐ณ ๐ต๐ณ๐ฏ๐ด๐ฎ๐ด๐ด ๐ง ๐ธ๐ฒ๐ป.๐๐ถ๐บ๐บ๐ผ๐ป๐ฑ๐@๐บ๐ผ๐ป๐ฒ๐ผ-๐ถ๐ณ๐ฎ.๐ฐ๐ผ.๐๐ธ.
Listed skills include Wealth Management, Investments, Strategic Financial Planning, Pensions, and 18 others.
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Bristol, Fee Based, Chartered Financial Planners
I am the owner of Moneo Wealth Management and run the Bristol based office with fellow Financial Planner, Ken Connor, running the Rickmansworth office. Working from two locations we are able to offer financial planning solutions to a broader range of clients. Our aim is to help our clients achieve financial independence and reach their life goals. We.
Bristol, United Kingdom
I worked at General Accident as a Financial Planner from 1996 - 1999, working with a broad range of clients, helping them to define their objectives & developing financial planning strategies to achieve them. It was during this time that I met Ken Connor, who now runs the Rickmansworth office of Moneo. After 2ยฝ of valuable experience I decided to practice.
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Ken Simmonds works for Moneo Wealth Management.
Ken Simmonds is listed as MD of Moneo Wealth Management - Chartered Financial Planners at Moneo Wealth Management.
Ken Simmonds is based in Bristol, England, United Kingdom while working with Moneo Wealth Management.
Ken Simmonds has worked for Moneo Wealth Management and General Accident.
Ken Simmonds's colleagues at Moneo Wealth Management include Ken Connor.
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Ken Simmonds holds Batcholer Of Science, Building Surveying, First from Liverpool John Moores University.
Ken Simmonds is listed with skills including Wealth Management, Investments, Strategic Financial Planning, Pensions, Retirement Planning, Financial Planning, Financial Advisory, and Inheritance Tax Planning.
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