Moneo Wealth Management

Moneo Wealth Management provides financial planning services to individuals and businesses to help them achieve their financial goals.
  • Retirement planning
  • Investment management
  • Cash flow projections
  • Ethical investment advice
  • Bespoke financial planning
Size
Small
Phone
N/A
Website
moneo-ifa.co.uk
Email
N/A
Locations
61 Apsley Rd, BS8 2SW
01179738288
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Ovation Finance Ltd
Ovation is a Bristol-based Chartered Financial Planning firm with over 20 years of experience, dedicated to helping clients use their wealth to enhance their lives.
The Aspire Partnership
The Aspire Partnership is a boutique financial planning firm based in Bristol, dedicated to providing personalised financial advice tailored to each client's unique needs.
Company Details
Moneo Wealth Management is operated by Moneo Wealth Management Ltd and is a Active company incorporated on 21 October 1999 with the registered office located in Bristol, Bristol. Moneo Wealth Management Ltd was registered 25 years ago.
Status
Active
Size
Micro
Directors
4
Age
25 years old
Employees
5
Turnover
Unreported
Total Assets
£2.1M
Cash in Bank
£782.28K
Total Liabilities
-£123.96K
Kenneth Craig Connor
Director • Investment Adviser • British • Lives in UK • Born in Dec 1959
Kenneth Duncan Simmonds
Director • Secretary • PSC • Financial Advisor • British • Lives in England • Born in Apr 1969
Rebecca Jane Simmonds
Secretary • Occupational Therapist • British • Lives in UK • Born in Sep 1971
More information on Moneo Wealth Management Ltd
Teams
All
2
Administration
1
Entrepreneurship
1
Ken Simmonds
Owner (md) • Joined Oct 1999
Noemi Varga-Gedeon
IFA Administrator • Joined May 2022
Noemi Varga-Gedeon
IFA Administrator • Joined May 2022
Ken Simmonds
Owner (md) • Joined Oct 1999