Reviews of Moneo Wealth Management. (Financial Consultant) in Bristol (Bristol).

Moneo Wealth Management

40 Reviews

40 Comments

Financial Consultant

Financial consultant

61 Apsley Rd, Clifton, Bristol BS8 2SW, United Kingdom

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Description Map Open Hours Reviews Contact Photos

Description

Information of Moneo Wealth Management, Financial Consultant in Bristol (Bristol)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of Moneo Wealth Management

Sunday

Closed

Monday

8:30am–5pm

Tuesday

8:30am–5pm

Wednesday

8:30am–5pm

Thursday

8:30am–5pm

Friday

8:30am–4pm

Saturday

Closed

Reviews of Moneo Wealth Management

J. M.

We were strongly recommended by family member who had previously worked with Ken and invested with him since Ken started up Moneo We needed financial advice on planning retirement Ken met us both and pulled all our financial strands together to provide stable plan to allow us to confidently retire. We were very impressed how quickly we became one of the Moneo family and how Ken cared about making our plans successful for us Ken (through Moneo) has provided us with confidence and security in having a robust plan ensuring we have a regular income that’s meets our needs In retirement We were both weak on financial matters and very unaware of how we would cope in retirement and his advice has been excellent. He is always available for continuing help, advice and guidance. Our only complaint is we did not meet him sooner as we are certain we would be in a stronger wealth position with his advice, guidance and investment within Moneo

D. B.

After may years of managing my own investments, I found I was running out of time to do the job properly. I had been generally un-impressed by employer provided financial advisors who seemed more interested in commissions than my financial planning, but Moneo were completely different. I feel that Ken and his team truly have my best interests at heart. They provide a very professional service with high quality advice tailored to my needs. They are very transparent and I trust their advice and judgement. I would recommend Moneo to anyone seeking a financial advisor for long term wealth management.

J. W.

We were finding it hard to manage our fragmented finances and realised we needed to work with an expert in this area. We found Moneo and Ken has now been our trusted advisor since 2009. Working with Moneo allows us to concentrate on what is important to us confident that our money was invested wisely. We have always received extremely responsive financial advice, tailored to our ethical investment beliefs. Ken also provides advice when our circumstances change. Ken keeps us regularly updated on how our Financial Plan is progressing. We meet at least annually, and our money has progressively grown despite the ups and downs of stock markets. Worth every penny!

J. P.

I am delighted to provide a review for Ken Simmonds and Moneo. My wife and I had never had any money to invest, but when I retired in 2007 I received a significant lump sum and needed advice on investment. I searched for a local Chartered Financial Planner and found Moneo a short walk from home: we have never regretted using them. The service is personal. Ken listened carefully to our needs and plans for our future. His bespoke advice is tailored accordingly: he is always responsive to our calls and helpful with all questions. We have received sound advice on investment which has protected us from major falls in the stock market whilst seeming to give us the benefits of rises! We have had help on further pensions and tax efficient investing, receive timely reminders of actions we should take and rapid advice when circumstances change. The money we spend on fees for Moneo is money well invested!

A. W.

I was looking for a Company to help me with my retirement planning. Moneo asked me to outline my long term financial aspirations and existing resources so they could recommend a planning strategy. Since then they have continuously worked with me, providing solid, sound advice and keeping the plan on track. I have always found Ken to be proactive in understanding my evolving circumstances; what I was working towards with my career, my investments, and personal goals. I find our regular planning meetings and their proactive updates invaluable. They have played a key part in the results we have achieved, which have far exceeded my original expectations. I have worked with Moneo for nearly 20 years and have no hesitation in referring them to someone looking for a client focused Financial Planner.

S. F.

Ken Simmonds has been a great help to me in planning our finances. Moneo was originally recommended to me by my accountant in 2008. Thanks to Ken I feel that my finances are very much in order and that I have financial security for myself and my family going forwards. I am very pleased with how Ken has managed and advised me on my assets, having consistently achieved favourable returns through market highs and lows. I would not hesitate to recommend Ken to anyone.

J. M.

I consider Moneo Wealth an outstanding financial planning company that has demonstrated a comprehensive and rigorous approach to the level of customer service it provides. They are a small independent company who give honest advice and excellent level of service every time and who take respectful care of their clients. I receive regular updates on my financial position, and everything is clearly explained and easy to understand. Each decision I take after meeting with Ken is followed up to make sure that I continue to be happy with it. Ken has a sound understanding and knowledge of the financial market which enables him to provide sound investment strategies with unparalleled customer care.

J. B.

Ken Simmonds of Moneo has provided us with financial planning advice in respect of our investments and pensions for nearly 20 years. We have always been happy with the advice given, and the excellent service we receive. In these times of complicated personal finance, we find that Moneo are indispensable. We ran our own small business for many years and we are now happily retired. Moneo are always up to date with the latest developments, so they can help us make the most suitable financial decisions to help us achieve our financial objectives. We regard their advice as an insurance against us taking financial options which could be unsuitable for us.

A. M.

We have been Moneo clients since 2009. We were managing our own investments but it became clear that we needed professional advice. With Moneo’s 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.

A. C.

I used to manage my own pension fund, during the credit crunch I was getting daily e-mails telling me that the value of my fund was dropping so I decided that I needed professional help. Fortunately I knew that a couple of my colleagues used an advisor so I got his details from them and started working with Ken. Since working with Ken, he had given me advice on the management of my pension schemes, helped me set up an ISA for my daughter and generally kept my head in the right direction for my long term goals. Over and above the individual advice, I look forward to receiving the many updates that come from Ken, its always good to get an appraisal of the markets from someone who can make sense of the finance world much better than I can! What I love about working with Moneo is that there is never any pressure to take all of their services - sometimes I have managed transactions on my own and sometimes Ken and his great team have done the work for me.

M. D.

I started working with Ken and Moneo in 2003. I had various financial assets but did not have a strategy as to how they would enable me to secure my retirement. Ken has provided clarity as to what I needed to do to achieve my key financial goals. As my circumstances have changed my Financial Plan has been amended accordingly, keeping me on track. The key benefits of working with Moneo are: Greater clarity over where I am heading. Confidence and peace of mind that I will be ok. Time savings so I can concentrate on the things I enjoy.

S. B.

I retired from a FTSE 100 aerospace company in 2009 and wanted to work with a ‘good advisor’ to help me with the important options I was given relating to my pension, and with an existing investment portfolio. I met with 3 advisers and Ken Simmonds of Moneo made the most favorable impression for the following mixture of reasons; clarity, integrity, inspires trust and confidence and use of cash flow planning. We continue to be pleased with our choice of Moneo. We value the quality advice, reassurance and transparency over fees. On the one occasion we had a fumble over a tax liability, Ken immediately offered to foot the bill; in fact, I thought it was a shared mistake and we split the difference. Ken benchmarks the returns we receive from our portfolio on an ongoing basis so we can clearly identify the value added, which has been significant.

C. L.

I have been a client of Moneo Wealth Management since 2008 after taking early retirement. Since that time Ken and his team have provided me with excellent financial planning, based upon my specific needs and risk appetite. It is a pleasure to meet annually to review, discuss and update my account which has performed above my expectations year on year. I have no hesitation in recommending Moneo Wealth Management. Thank you Ken and team.

A. R.

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.

F. G.

I realised over 10 years ago that I needed guidance on my finances and investment strategy if I was to achieve my long term goals for financial security. I couldn't be happier with the service I've received from Ken and the team at Moneo. Firstly during that period returns have been strong, consistently outperforming the FTSE100 which for me is an important benchmark. During the inevitable ups and downs of the markets, Ken offers a calm and measured perspective with advice aligned to my specific investment plan. I would recommend Moneo unreservedly.

P. J.

With Moneo you get very good advice which is communicated with great clarity. Our investments have weathered the current storm in good order and I am relieved that I transferred over when I did. With Ken we have set very clear objectives for our future and a detailed plan of how we are going to achieve them. My wife and I feel that the Moneo team really care about the outcomes and that the service is more thoughtful and personal as a result. Highly recommend

S. T.

After re-locating from London to Bristol we were looking for a financial adviser who could help us plan for our future. As busy professionals we did not feel we had the time or expertise to do this alone. Working with Ken and Moneo since 2005 has been fantastic. We have consistently seen growth on our assets, and now have a clear vision for our future. Ken clarifies our ad hoc queries efficiently and keeps up to date with our changing circumstances and objectives. We have recommended Ken to several friends and family and have no hesitation in doing so again.

J. H.

My partner and I sought advice from Moneo (on recommendation from a close friend who was already using their service) re: planning for retirement and investing some inherited monies in the most effective way. We were impressed with the the friendly and extremely accessible guidance and very pleased with the returns our recommended investments have made. We trust implicitly our financial advisor and would definitely recommend Moneo to friends and family.

We started working with Moneo in 2005 when retirement seemed a long way off. They encouraged us to think about what kind of retirement we would like and what it would cost. These questions helped us understand what fundings we needed to achieve these goals. Cashflow projections gave a visibility to how expenditure and savings would ebb and flow. We had expert trusted advice that helped us to make smart, informed decisions. We have been retired for a few years now and have a higher income than we originally planned, which gives us peace of mind and has allowed us more flexibility in decision making.

R. B.

Early on in my career I knew I wanted to be financially sound when I reached retirement - not just for the benefit of myself but also my family. I wanted a Financial Advisor who was personable, could cut through the jargon and deliver results against my financial wealth goals. That is when I found Moneo and Ken Simmonds. Ken has been involved in my financial and life journey for 19 years now. I am pleased to say that my financial goals continue to be met in line with my risk appetite and expectations. I now count Ken as not only my Financial Advisor but also a valued friend.

A. H.

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.

M. R.

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.

As business owners who bringing up a young family, we needed someone who could help us plan our finances as we neither had the time or expertise. We started working with Ken Simmonds of Moneo in 2000. Ken has encouraged us to save for our futures, helped us extract capital from our business tax efficiently and kept us on track. Ken shows us our progress via his Cashflow projections which gives us peace of mind. We are confident that we are in safe hands. Mandy & Simon

N. C.

Having benefitted from the proceeds of selling a house I had a significant amount of money that needed to be managed in a way that supported me in my ongoing retirement on a long term basis. My brother, who was already a Moneo client, recommended them to me and following an initial consultation I decided to "sign up" to use their services. I am very glad I did as over the last few years my "pot" has increased in value whilst at the same time paying out a useful monthly amount which is very helpful in terms of maintaining an enjoyable standard of living.

P. G.

Ken is a breath of fresh air. We always struggled to get a good and engaging level of service from financial advisors but Ken is great. Not only Is he passionate about what he does, but he also listened to what we needed, understands us as couple and is providing really good, clear advice. Hugely enthusiastic, responsive and proactive, he is always on the front foot in providing updates on our progress. To top it all, he’s a lovely guy who lives locally to us which we like. Can’t recommend him enough!

M. J.

We were introduced to Ken in 2013 by our accountant. We were considering how best to finance the cost of purchasing and refurbishing a new home as well as planning for our retirement. We have no regrets. Not only did Ken help us to make best use of our financial resources in the most tax efficient way, but he also helped us to decide how to optimise our remaining resources, whilst minimising any Inheritance Tax, by preparing a long-term financial plan. We are “cautious investors”. To date his advice has proven to be very effective. His continuing “hands on” and personable approach to dealing with our financial interests is much appreciated

D. H.

We have been using Ken at Moneo for a number of years in relation to expanding our financial assets, in order to achieve our future financial goals. Ken is very down to earth and explains everything in terms that are easily understood, whilst maintaining a professional attitude towards clients requirements.

S. B.

As a person who realised that money kept in savings accounts was providing very poor return, I enquired with family and friends to ask for their advice in finding a company they would recommend to manage my pension and savings. Since receiving initial advice over 6 years ago, they have now managed my personal investments and I have been more than happy with all of my dealings with the team at Moneo. On the odd occassion when I have needed monies to be made available for me, they have also dealt with this promptly and efficiently and I feel confident in all my dealings with them. Highly recommend this team. Sandra Bright.

J. B.

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%

S. D.

I was recommended Ken by a friend as someone who would be honest and helpful. He has always been very clear in explaining in detail any questions that I might have about the investment and listened to both my life and career Vision to ensure that my future plans are catered for. He is always very responsive on email and always able to arrange office visit at a time suitable to me.

D. M.

Ken and his staff are always willing to help in a friendly and easy to understand way explaining any queries that arise. Customers/clients are made to feel that Moneo really are interested in you .

L. F.

Moneo have been a tremendous help to us. Ken has put us on track with our financial goals and we now know what our retirement plan looks like. Thank you Ken

M. M.

I have been a client since 2005, who was recommended to me by a friend. Ken has always been very clear in explaining in detail any queries I may have. I have been very pleased and confident with the help and advice I have received.

H. H.

We have been looked after by Ken Simmonds and his team, since he set up Moneo Wealth.We have an Annual Review each year with Ken to discuss our plans for the next 12 months.We can recommend this Company,for their professional,and knowledgeable attention to all the financial Products they support.We can only praise them for all the Financial Assistance and for looking after us for over 20 years.

M. H.

I have had a relationship with Moneo for nearly 2 decades. Throughout that time they have continued to impress with excellent responsiveness underpinned by great value and professionalism.