Name: Excellent according to the company’s financial health.
Item: MONEO WEALTH MANAGEMENT LTD
Rating: 5
Author: CheckTheCopmany

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 %)}

Download Balance Sheet for 2014-2016

REGISTRATION INFO

Company name: MONEO WEALTH MANAGEMENT LTD
Company number: 03863161
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 21 Oct 1999
Age - 26 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