Private Office Asset Management

Private Office Asset Management are independent financial advisors (IFA) and wealth managers based in Sussex, London, and the New Forest. They provide financial services, including portfolio management, stockbroking, and retirement planning.
  • Stockbroking
  • Wealth Management
  • Portfolio Management
  • Pensions & Retirement Planning

Size
Small
Phone
01444 615080
Email
Available in Endole App
Locations
The Stalls, Balcombe Place Stables, Haywards Heath Rd, RH17 6QJ
01444615080
9:00 - 17:00
Digital Popularity
Social Media
Competitors
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Pembroke Financial Services
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Company Details
Private Office Asset Management is operated by Private Office Asset Management Limited and is a Active company incorporated on 10 August 2006 with the registered office located in Crawley, West Sussex. Private Office Asset Management Limited was registered 19 years ago.

Status
Active
Size
Micro
Directors
7
Age
19 years old
Employees
5
Turnover
Unreported
Total Assets
Unreported
Cash in Bank
£6.12K
Total Liabilities
Unreported

Director • Secretary • British • Lives in UK • Born in Mar 1967
Director • British • Lives in England • Born in Dec 1996
Director • Secretary • British • Lives in UK • Born in Jan 1999
Director • Solicitor • British • Lives in UK • Born in Jan 1964
Director • British • Lives in UK • Born in Jul 2006
Philip Simmonds Private Office Limited
PSC
Teams
All
4
Management
2
Operations
2
Other
3
PRACTICE MANAGER | HEAD OF ADMINISTRATION
Chief Investment Officer | Head Of Wealth Management | In-house Counsel • Joined Aug 2006
Investment Team Leader • Joined Jan 2022
Paraplanner & Business Development Director • Joined Sep 2022
PRACTICE MANAGER | HEAD OF ADMINISTRATION
Investment Team Leader • Joined Jan 2022
PRACTICE MANAGER | HEAD OF ADMINISTRATION
Investment Team Leader • Joined Jan 2022
Chief Investment Officer | Head Of Wealth Management | In-house Counsel • Joined Aug 2006
Investment Portfolio Manager | Financial Advisor • Joined Apr 2023
Paraplanner & Business Development Director • Joined Sep 2022