Moneo Wealth Management are a firm of Chartered Financial Planners with 2 offices (Bristol & Hertfordshire) helping clients achieve their financial objectives

Who are Moneo

Moneo is a firm of Chartered Financial Planners who help clients to identify, achieve and maintain their desired lifestyle.
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.

Who we work with

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 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.

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.

Trading Since

1999