Moneo Wealth Management Ltd
Cardinal Point
Park Road
Rickmansworth
Hertfordshire
WD3 1RE
This is not the head office for Moneo Wealth Management Ltd. To view our head office, click here
Moneo are independent Chartered Financial Planners.
Our purpose is to help clients achieve the best life possible with the money they have.
Our clients are at the center of our conversations and we strive to provide you with a better Return on Life not just a better return on your investments.
Moneo was established in 1999. Our head office is in Redland, Bristol. We opened a second office in Rickmansworth, Hertfordshire in 2007.
We advise a broad range of clients including businesses, the employed, self-employed and the retired.
Our fee structure provides value for money.
We are confident our high quality planning advice will provide you with peace of mind and as Chartered Financial Planners you are in safe hands.
If you would like a no obligation chat get in contact. The first meeting is always at our cost so there is no cost to you.
Ken Simmonds, MD.
As Chartered Financial planners we work to the highest standards. We work in partnership with you, putting your life at the center of our conversations. Our advice will be high quality giving you confidence and peace of mind that you are in safe hands. We are directly regulated by the FCA and our registration number is 440828, see https://register.fca.org.uk.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.