Moneo Wealth Management Ltd
aka Moneo Wealth Management Ltd
About
Founded in 1999, Moneo Wealth Management offers its clients a focused Financial Planning service. We are fully independent and impartial, we are not linked to any bank, insurance company or investment house. Moneo Wealth Management works with both individual clients and businesses to remove their worries and concerns and move towards the achievement of their goals and aspirations.
Source: moneo-ifa.co.ukContact & Location
Address
61 Apsley Rd, Clifton, Bristol BS8 2SW, UKMore advisers in Bristol, City ofOpening Hours
Regulated Services
Regulatory Information
- FRN
- 440828
- Status
- Authorised
- Date Authorised
- 3 January 2006
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (6)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 03863161
- Company Status
- Active
- Incorporation Date
- 21 October 1999
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 65110, 65300, 66190
Team (3)
Kenneth Duncan Simmonds
ApprovedCertifiedEleanor Duncan Simmonds
No longer requiredKenneth Craig Connor
ApprovedCertified
Google Reviews
45 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Bristol, South West
- 20 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 03863161
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.