Ken Simmonds
Financial Planner and Managing Director
Ken graduated from Liverpool John Moores University in 1991 with a First-Class Honours in Building Surveying. He started as a financial adviser with General Accident and set up Moneo Wealth Management Ltd in 1999. Ken holds advanced financial planning qualifications in taxation and trusts, personal investment planning, business financial planning, pensions, investment portfolio management and investment planning.
Ken lives with wife Bex, sons Isaac and Ben, and Frank, their wire-haired dachshund, in Henleaze, Bristol. He’s a keen sportsman and enjoys tennis, skiing, travel, everything Bowie and getting away in his camper van.
ken.simmonds@moneo-ifa.co.uk
Anna Taylor
Personal Assistant
Anna is Ken Simmonds PA and office manager. Anna ensures Ken, and team Moneo provides the highest quality Financial Planning advice to our clients. Anna is often the first point of contact and is committed to delivering the highest level of client experience that is so important to our culture and that our clients have grown accustomed to.
Anna has 20 years of administrative experience and enjoys diligently seeing processes through from beginning to end. Since joining Moneo in May 2017 she has become an indispensable part of team Moneo and ensures the smooth operational running of Moneo and the clients experience.
Anna lives with her husband and 2 children in Horfield. In her spare time she enjoys running, swimming and spending time with friends and family.
anna.taylor@moneo-ifa.co.uk
Frank
Frank is our wire-haired dachshund and, as you can see, he has a spectacular beard! Frank comes to the office once or twice a week. As a typical dachshund, Frank can be a bit barky when he meets someone new, although his tail is normally wagging! We know not everyone’s a dog fan, so if you prefer for Frank not to be around, please let us know.
Ken Connor
Financial Planner
Ken is one of the highest qualified Financial Planners in the UK. He’s a Chartered Financial Planner and holds advanced qualifications in taxation and trusts, personal investment planning, pensions, investment portfolio management as well as retirement options, pensions investments and long term care.