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APPOINTED REPRESENTATIVES

The two companies below are Appointed Representatives of Money Wise IFA Limited which is authorised and regulated by the Financial Services Authority. Money Wise IFA Limited is responsible for their regulation, compliance and Professional Indemnity Insurance.

Private Office Asset Management Limited

Phil Simmonds is the Managing Director of Private Office Private Office Asset Management Limited and has 24 years experience advising private clients on investment strategies, estate and financial planning solutions.

Phil has known Malcolm Coury, Managing Director of Money Wise, for 25 years, having started his financial services career in Bournemouth with Malcolm in 1984. 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!


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 a Bachelor of Laws LLB(Honours) and completed his Master of Business Administration (MBA)at Kingston Business School in 2007.

Phil also holds the Law Society’s Post Graduate Diploma in Legal Practice (LPC), the Investment Management Certificate (IMC) and the Advanced Financial Planning Certificate (Dip PFS) and studying to obtain ‘Chartered Financial Planner’ status.

INDEPENDENT PRIVATE OFFICE

Private Office Asset Management Limited provides a Bespoke & Highly Personalised Investment Portfolio Management, Estate Planning and Financial Planning Service to its Private Clients.

The services that the company specialises in include:

High Level Asset Allocation (strategic and tactical) between:
  • Cash and Money Markets
  • Debt Instruments / Fixed Income
  • Equities
  • Alternatives – including Property, Commodities and Asset Backed Hedge Funds
The firm is able to provide professional advice on the following:
  • Discretionary Management Services – (Bespoke)
  • Advisory (Bespoke) Portfolio Management Service
  • Stockbroking Services
  • SIPPs and SSASs
  • ISAs and PEPs
  • All Collective Investments
  • Treasury / Cash Management services
Private OfficeAsset Management Limited provide highly personalised and bespoke investment management services for a limited client base which are primarily made up of families with a minimum of £500,000 of invest-able assets.

The company’s registered office address is:
47 Queen Anne Street, London. W1G 9JG.

Main business address is:
Huntsland Court, Huntsland Lane, Crawley Down, West Sussex. RH10 4HB.

Tel:  01342 716 664
Fax: 01342 716 966

Map

Website - Private Office

Contact Philip Simmonds


 © Money Wise IFA Ltd 2010 | Registered in England and Wales: 3399428 | Consumer Credit License No: 440266 | FSA Firm Reference: 185778