Moneo Wealth Management

We have been Moneo clients since 2009. We were managing our own investments but it became clear that we needed professional advice. With Moneos guidance our portfolio has achieved steady and consistent growth. At our annual planning meetings, we discuss how our financial plan has progressed and are encouraged to look at the bigger picture by considering our current life styles as well as our future plans. Not only does this give us a sense of achievement but it reassures us that we are heading in the right direction. Based on our experience, we would recommend Moneo to anyone seeking independent financial planning advice.
Apr 24th, 2021

We have known Ken Simmonds for over 30 years. Ken is professional, friendly, and mindful of the important things in life, such as health and family. Whilst he helps plan our finances and invest our money, he also encourages us to spend our money and live our lives. The Cashflow projections give us peace of mind to enjoy our lives confident we will not run out of money. We meet regularly and he is our first point of contact for any financial advice. We had no hesitation recommending Ken to friends and family. A number have also become clients and are extremely happy with his advice.
Apr 23rd, 2021

After several years of trying and failing to take an interest in sorting out our own finances, we realised that we needed someone else to do it for us. It was immediately obvious that Ken was the right person and we have worked with him since 2008. He carefully reviewed our savings and investments and came up with a clear plan for achieving our objective of being in a position to retire at a reasonable age. We're delighted with what he's done for us and wouldn't hesitate to recommend him to anyone looking for sensible and reliable financial advice.
Apr 12th, 2021

As a business owner we focussed our energy into running the business neglecting our personal financial situation. We engaged Moneo services in 2008 who identified what our aspirations were. Ken explained very clearly both the Financial Plan he recommended and the low cost, diversified investment solution. We then let the investment work. The results have been quality planning, exceptional investment returns, good value for money and most importantly peace of mind.
Jan 28th, 2021

Moneo Wealth Management provide an incredible service! Not only do they give excellent financial advice; but they do so in a way that ensures clients fully understand any decisions being made and are supported at all times. Myself and my family would recommend their services 100%
Jan 28th, 2021