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  Chartered Financial Planning

 

Moneo Wealth Management has been awarded the prestigious and exclusive Chartered Financial Planners status by The Chartered Insurance Institute (CII). Chartered status is an exclusive title only awarded to firms who meet the qualification criteria, which include passing professional examinations at first degree level, abiding by a comprehensive Code of Ethics & Conduct and committing to a programme of continuous professional development.

The Chartered Insurance Institute has described Chartered Status as "the gold standard" for financial advisers and has said that "it is only bestowed on those at the peak of the financial advice profession”.

Moneo are delighted to have been awarded this status as it shows our commitment to giving our clients the highest level of advice and service.

 
 
  Qualifications

     
  Over the years we have realised the benefits to our clients of being highly qualified. It gives our clients confidence and ensures high quality consistent advice is always provided, which we feel is essential.


     

Ken Simmonds
holds the following Financial Panning Advanced Qualifications:
  • G10 Taxation and Trusts
  • G20 Personal Investment Planning
  • G30 Business Financial Planning
  • G60 Pensions
  • G70 Investment Portfolio Management
  • AF4 Investment Planning
Email: >> ken.simmonds@moneo-ifa.co.uk
Ken Simmonds

Ken Simmonds
Managing Director


 
Ken Connor
is one of the highest qualified Financial Planners in the UK holding the following Advanced Qualifications:
  • Chartered Financial Planner
  • G10 Taxation and Trusts
  • G20 Personal Investment Planning
  • G60 Pensions
  • G70 Investment Portfolio Management
  • K10 Retirement Options
  • K20 Pensions Investments
  • CF8 Long Term Care
Email: >> ken.connor@moneo-ifa.co.uk

  Ken Connor

Ken Connor

 

 

© Moneo Wealth Management Ltd Est 1999
Authorised and Regulated by the Financial Conduct Authority
Registered in England and Wales Company Registration Number 3863161
Registered Office: 45 Lower Redland Road, Redland, Bristol, BS6 6TB
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