Ken initially found
me an excellent new mortgage, and then sorted out my pensions, ISA's
and other investments. He now proactively manages these on an on-going
basis. I have found Ken to be trustworthy, knowledgeable, rigorous
in his preparation and recommendations, and he helps to keep the
administration to a minimum. Through his network of contacts he has
also been able to help me in areas not directly related to his own
expertise. Importantly, he prompts me when I need to do something, or
an opportunity arises, so that I don't have to be constantly thinking
about my finances.
Company Director, Redland, Bristol
Ken Simmonds is
organised, efficient and has a friendly, down to earth way of helping
to manage money, in a way that has allowed us to get on with living our
lives, developing our business and realising our future ambitions.
He offers clear financial advice for us to make prudent financial
decisions and presents the options available to us in an easy to
We would recommend Ken to anybody who takes their finances seriously
and wants a committed partner to work with.’
Dan & Angie Grzonka
Company Directors, Failand, Bristol
Ken has been our trusted financial advisor for
a number of years. He has always given us sound advice and ensured that
we are confident with any decisions that we have made. His manner is
both friendly and professional and all of our dealings with him have
Ken keeps us up to date with regular reviews and is always at the end
of the telephone if we have any questions or queries. I would
highly recommend his financial advice, as his services are nothing
short of excellent.
Frampton Cotterell, Bristol
With the economy being in a bit of turmoil over
the last few years I have found Moneo’s guidance to be invaluable.
Moneo has provided me with realistic and constructive advice after
undertaking extensive research on my behalf, which makes me feel
confident about the options we have discussed.
I always leave their offices feeling positive about my affairs, knowing
that the advice given has been specifically tailored to my concerns,
needs and situation.
IT Analyst, Redland, Bristol
After years in financial wilderness, we were introduced to Ken Connor,
who has put us back on track.
Ken somehow sorted out all our muddled finances, pensions, policies,
savings etc., which we had been neglecting. Now, with his knowledge and advice, we know we are in safe and
trustworthy hands for a much healthier financial future.
Ken arranges regular meetings with us to keep us updated. This gives us
an opportunity to reassess our finances and think ahead once more. We
know we can call upon him at any time should we have any concerns, and
likewise he will always prompt us if we need to attend to anything.
With his expertise on financial matters, we know Ken puts in a lot of
research and administration on our behalf, leaving us to get on with
running our business, which is what we know best!
Ray and Kim Clarke
Ray Clarke Design and Print Limited
At first I worried that my financial situation on retirement did not
merit the interest of a financial adviser. Then I was introduced to by way of a recommendation to Ken Connor.
By listening to my concerns and understanding my requirements Ken
tailored a clear presentation of ideas and sound advice specific to my
needs, just what I was looking for. Reading his report I
could only admire the good advice in it. I felt he had judged me well on my attitudes to the levels of risk I
was willing to make when investing my savings and has helped me
organise my finances as I made those first steps into retirement.
Ken’s expertise when dealing with the paper work has also been
very much appreciated. Now I am retired Ken keeps in regular
contact with updates on investments and savings.
A welcome reminder that shows he continues to have my interest in mind
leaving me to enjoy my retirement.
I cannot remember the days when I did not have Ken Connor at the end of
the phone to advise me. He has always been thoroughly professional,
organised and always comes up with suggestions that I would never have
thought of myself. There is never any pressure to take his advice which is one of the
things about him that I really like.
I have recommended his services to my friends and colleagues and would
continue to do so.
We’ve worked with Ken for a number of years, with what we would
consider a somewhat complex set of financial circumstances. Ken has
helped us build a realistic and thorough financial outlook which
provides us with the confidence to plan yet retaining the flexibility
to adjust to economic and personal changes.
Ken takes time to really understand our objectives and the motivation
behind them, he produces well thought out and thorough plans which he
reviews with us in a frank and honest way on a regular basis.
We feel in control with the confidence of having a financial partner in
Ken, who we know is looking after our financial interests.
David & Alison Venner
After our original Independent Financial Advisors were taken over by a
larger Company we struggled to move investments & were never one
hundred percent sure what our funds were worth at anytime. We were
introduced to Ken Connor, who has put us back on the right road to
planning & achieving our financial goals.
With Ken’s knowledge and advice, we feel that we can achieve our
financial goals of a safe and secure financial future. We have regular
meetings with Ken to keep us updated. These meetings provide us with a
platform giving us the opportunity to review our finances and focus on
our long term goals once more.
Ken is always available should we have any concerns regarding our
finances/ investments, and by the same token he will always remind us if
we need to attend to any outstanding items. Ken puts in a lot of
research & administration on our behalf, cutting through the
onerous amount of “red tape” involved with investments & pensions.
Thus we are freed up to get on with running our business in the
knowledge with his financial skills we are in safe hands.
Warren & Darren Bell
Murray Productions Limited
Ken Connor has been our financial adviser for several years now. Our accountant recommended him to us at a time when we were approaching
retirement and needed a great deal of help to ensure that our financial
future was secure.
From day one Ken took a genuine, caring interest in our situation, not
at all bothered by the fact we weren’t the most affluent of
clients. He took a great deal of time and trouble to find exactly
the right investments to suit our particular requirements and we can
see that by switching various investments he has maximized their
Although Ken only needs to visit us once a year we know he is always on
the ball. If he feels there are benefits to be had by changing things
around we are certain of receiving an e-mail to that effect!
In a time when finances worldwide are still so uncertain we feel
totally secure with Ken as our adviser and trust him implicitly to do
the right thing by us and to this end we feel that we cannot recommend
him highly enough to anyone in need of financial advice
Gillian & Philip Gillmor