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MONEO WEALTH MANAGEMENT LTD

Company
MONEO WEALTH MANAGEMENT LTD (03863161)

MONEO WEALTH MANAGEMENT

Phone: 01179 738 288
A⁺ rating

ABOUT MONEO WEALTH MANAGEMENT LTD

Moneo is a firm of Chartered Financial Planners who help clients to identify, achieve and maintain their desired lifestyle. For more details please go to

Moneo was established in 1999. Our head office is in Redland, Bristol and is run by Ken Simmonds. To provide wider UK coverage, in January 2007 we opened a second office in Rickmansworth, Hertfordshire, which is run by Ken Connor.

We advise a broad range of clients including businesses, the employed, self-employed and the retired. While each of our clients is unique, they all have one thing in common: they want unbiased, independent advice from highly qualified, experienced professionals.

Reassurance that your finances are in safe hands; we provide technical excellence as standard and take pride in exceeding our clients' expectations. Moneo has also been awarded the prestigious 'Chartered Financial Planners' status, the gold standard qualification in Financial Services. For more details please go to

Clients usually have a number of existing assets including investments, pensions, properties and businesses. However it can be difficult to know if these assets will be sufficient to provide and maintain the lifestyle clients want in retirement. Our cashflow forecasting tool will show clients what their financial future looks like and what needs to be done to achieve financial independence. Showing clients that they can retire early or help their children financially is the most rewarding part of our role as Financial Planners.

KEY FINANCES

Year
2016
Assets
£662.33k ▲ £55.08k (9.07 %)
Cash
£650.67k ▲ £55.52k (9.33 %)
Liabilities
£82.98k ▼ £-4.71k (-5.37 %)
Net Worth
£579.36k ▲ £59.79k (11.51 %)

REGISTRATION INFO

Company name
MONEO WEALTH MANAGEMENT LTD
Company number
03863161
Status
Active
Categroy
Private Limited Company
Date of Incorporation
21 Oct 1999
Age - 25 years
Home Country
United Kingdom

CONTACTS

Website
moneo-ifa.co.uk
Phones
01179 738 288
01923 202 330
08719 189 806
08719 184 938
Registered Address
45 LOWER REDLAND ROAD,
REDLAND,
BRISTOL,
AVON,
BS6 6TB

ECONOMIC ACTIVITIES

65110
Life insurance
65300
Pension funding
66190
Activities auxiliary to financial intermediation n.e.c.

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

01 Nov 2016
Confirmation statement made on 21 October 2016 with updates
16 Aug 2016
Total exemption small company accounts made up to 31 December 2015
07 Nov 2015
Total exemption small company accounts made up to 31 December 2014

See Also


Last update 2018

MONEO WEALTH MANAGEMENT LTD DIRECTORS

Kenneth Duncan Simmonds

  Acting
Appointed
21 October 1999
Role
Secretary
Address
27 Grange Court Road, Bristol, England, BS9 4DR
Name
SIMMONDS, Kenneth Duncan

Rebecca Jane Simmonds

  Acting
Appointed
01 October 2007
Role
Secretary
Address
27 Grange Court Road, Bristol, England, BS9 4DR
Name
SIMMONDS, Rebecca Jane

Kenneth Craig Connor

  Acting
Appointed
26 October 2007
Occupation
Investment Adviser
Role
Director
Age
65
Nationality
British
Address
3 Warwick Way, Croxley Green, Rickmansworth, Hertfordshire, WD3 3SB
Country Of Residence
Uk
Name
CONNOR, Kenneth Craig

Kenneth Duncan Simmonds

  Acting PSC
Appointed
21 October 1999
Occupation
Financial Advisor
Role
Director
Age
55
Nationality
British
Address
9 Oakwood Avenue, Henleaze, Bristol, BS9 4NS
Country Of Residence
United Kingdom
Name
SIMMONDS, Kenneth Duncan
Notified On
6 April 2016
Nature Of Control
Ownership of shares – 75% or more

Eleanor Duncan Simmonds

  Resigned
Appointed
21 October 1999
Resigned
01 October 2007
Occupation
Retired
Role
Director
Age
82
Nationality
British
Address
10 Dark Lane, Kinver, Stourbridge, West Midlands, DY7 6JB
Country Of Residence
England
Name
SIMMONDS, Eleanor Duncan

Rebecca Jane Simmonds

  Resigned
Appointed
01 October 2007
Resigned
03 June 2011
Occupation
Occupational Therapist
Role
Director
Age
53
Nationality
British
Address
9 Oakwood Avenue, Bristol, Avon, BS9 4NS
Country Of Residence
United Kingdom
Name
SIMMONDS, Rebecca Jane

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