Moneo Wealth Management Ltd - Bristol

Moneo Wealth Management Ltd is a financial planning firm located at 61 Apsley Rd, Clifton, Bristol BS8 2SW, United Kingdom. They can be reached at 1179738288 or through their website moneo-ifa.co.uk.

As a financial planner, Moneo Wealth Management Ltd specializes in helping clients achieve their financial goals. They offer a range of services including retirement planning, investment management, and tax planning. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.

The firm's office is wheelchair accessible, with a parking lot and seating available for those with mobility challenges. They also have restroom facilities on site.

Moneo Wealth Management Ltd has received 46 reviews on Google My Business, with an average rating of 5/5. This is a testament to the high level of satisfaction that clients have experienced while working with the firm.

When researching financial planning firms, it is important to consider several factors. Location is one key consideration, as it is important to be able to easily access the firm's office for meetings and consultations. Moneo Wealth Management Ltd's central Bristol location makes it a convenient choice for clients in the area.

Experience and expertise are also crucial factors when selecting a financial planner. Moneo Wealth Management Ltd has a team of experienced professionals who are well-versed in the latest financial planning strategies and techniques. They are committed to staying up-to-date with the latest industry trends and best practices in order to provide the best possible service to their clients.

In addition to their expertise, Moneo Wealth Management Ltd is also known for their personalized approach. They take the time to understand each client's individual financial goals and needs, and develop customized plans to help them achieve those objectives.

Overall, Moneo Wealth Management Ltd is a top choice for those seeking financial planning services in Bristol and the surrounding area. With their convenient location, experienced team, and commitment to personalized service, they are well-equipped to help clients achieve their financial goals.

If you are looking for a financial planner, we highly recommend contacting Moneo Wealth Management Ltd through their website moneo-ifa.co.uk. Their team of experienced professionals is ready to help you take the next step towards financial success.

Reviews of Moneo Wealth Management Ltd

Catherine Macpherson

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 Hurst

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.

Matt Heaman

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.

Steve Ohagan

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 Hillier

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.

Bethan Evans

5/5

Moneo offer an excellent, comprehensive and good value service. Ken is so knowledgeable and I really appreciate the regular reviews, as well as the fact that he takes the time to answer ad hoc queries. I've already recommended Moneo to several colleagues.

JIM MCCORMACK

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 Bamford

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.