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APPOINTED REPRESENTATIVE

Below are details of our Appointed Representative Private Office Asset Management Limited. Money Wise IFA Limited is the regulated company responsible for their regulatory permissions, compliance and Professional Indemnity Insurance.

Phil Simmonds - Private Office Asset Management Limited

Phil Simmonds is the Managing Director of Private Office Limited and Private Office Asset Management Limited and has been in financial services since 1985 advising private clients on investment strategies, estate and financial planning solutions.   Phil is married with 5 children and is a keen supporter of Millwall FC and Harlequins RFC. In his spare time he enjoys playing tennis, golf and, of course, spending time with his family. Contact Philip Simmonds

Investment Management and Estate Planning Services.
Private Office Asset Management Limited is a wholly owned subsidiary of Philip Simmonds Private Office Limited and is an Appointed Representative firm of Money Wise IFA Limited. The company was established in 2006 to provide bespoke and highly personalised investment management and estate planning services to its private clients.  Phil is a qualified corporate lawyer, investment manager and financial planner.  Phil is also a Bachelor of Laws LLB (Hons) and completed his Master of Business Administration (MBA) at Kingston Business School in 2007. Phil holds the Law Society’s Post Graduate Diploma in Legal Practice (LPC), the Investment Management Certificate (IMC) and has obtained ‘Chartered Financial Planner’ status.

Trading address: Huntsland Court, Huntsland Lane, Crawley Down, West Sussex. RH10 4HB. Tel:  01342 716 664 Fax: 01342 716 966.

Registered Office: 47 Queen Anne Street, London. W1G 9JG. Map  Website - Private Office

© Money Wise IFA Ltd 2012 | Registered in England and Wales: 3399428 | Consumer Credit License No: 440266
Authorised and Regulated by the Financial Services Authority. Firm Reference No. 185778