Moneo Wealth Management Ltd - Bristol

Moneo Wealth Management Ltd is a distinguished financial planning company located at 61 Apsley Rd, Clifton, Bristol BS8 2SW, United Kingdom. With a phone number of 1179738288, their website is easily accessible at moneo-ifa.co.uk.

The company specializes in providing comprehensive financial planning services, which sets them apart from their competitors. They have made significant efforts to ensure their services are accessible to everyone, including wheelchair accessible parking and seating, as well as having restrooms on-site.

With a strong reputation, Moneo Wealth Management Ltd has received 46 reviews on Google My Business, garnering an impressive average rating of 5/5. This high rating is a testament to their exceptional customer service and effective financial planning solutions.

One of the key factors that sets Moneo Wealth Management Ltd apart is their commitment to personalized service. They understand that each client has unique financial goals and circumstances, and they work closely with their clients to develop tailored strategies that align with their individual needs.

In addition to their financial planning expertise, Moneo Wealth Management Ltd also offers a range of other services, including investment management, pension planning, and tax planning. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial objectives.

For those seeking a reliable and experienced financial planning company, Moneo Wealth Management Ltd is a top choice. Their commitment to personalized service, expertise, and accessibility make them a standout option in the industry. To learn more about their services or to schedule a consultation, visit their website at moneo-ifa.co.uk or contact them directly at 1179738288.

👍 Reviews of Moneo Wealth Management Ltd

Catherine M.

5/5

I was referred to Ken Simmonds by a colleague who uses Moneo’s Financial Planning services. I was a little apprehensive about seeing a financial advisor having been approached by a few on LinkedIn. I decided I wanted to speak to someone recommended to me and I’m really happy that I saw Ken. He was really approachable and really patient explaining the murky world of tax and pensions.
Ken was able to clarify the key things I need to consider, including how much money I would need to fund my retirement, the asset allocation of my pension funds, the appropriate contribution levels to retain tax allowances, the pros and cons of property Vs investing, and how to build up funds so I can help my children get on to the property ladder.

Catherine H.

5/5

I was looking for help re financial planning, and friends who had previously used Ken's services recommended him to me. Ken advised me in terms of how to make my money work harder without exposing it to risk, and on tax efficiency. He quickly established that I don't have an Inheritance tax issue, and advised me to seek confirmation on annual increases from one of my pension providers. His advice was clear, straihtforward and helpful.

Steve O.

5/5

I contacted Moneo looking for advice on pension contributions. It quickly became clear that my level of investment wouldn't be worth me becoming a client with Moneo, but nonetheless Ken gave me excellent and generous advice on what I should consider instead - completely free of charge. Would recommend anyone looking for financial advice to give them a ring.

Anne H.

5/5

We chatted with Ken from Moneo about how best to allocate cash after selling a property. Ken explained the various options available with the pros and cons of each option. He then sent us the relevant information, which enabled us to make an informed decision about the appropriate solution for our circumstances.
We found the conversation extremely helpful.

Matt H.

5/5

Ken and the team at Moneo are excellent. I needed a business to look after my financial matters and as I was getting close to retirement it was essential to get it right first time. I have been managed by Moneo since June 2021 and they have always been quick to respond and I am very happy with the service that I receive.

JIM M.

5/5

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

David B.

5/5

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.

Jerzy W.

5/5

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!