Moneo Wealth Management Ltd

Reference number: 440828

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When moneo-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 973 8288 is
  • Who else gives the postcode BS8 2SW
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Moneo Financial Services Ltd Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03863161
Company status
Active
Company type
Private limited company
Incorporated
21 October 1999 (27 years old)
Registered office
Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW, England
Nature of business
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Kenneth Duncan Simmonds Director Apr 1969 21 Oct 1999 None
Kenneth Duncan Simmonds Secretary Not published 21 Oct 1999 None
Rebecca Jane Simmonds Secretary Not published 1 Oct 2007 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 4 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Total equity

£2.41m

+22% from £1.98m

Cash at bank

£1.07m

+37% from £782k

Employees (average)

4

−20% from 5

Owed within a year

£145k

+17% from £124k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 03863161. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Moneo Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (17)

2025

28 March 2025

  • Rebecca Jane Simmonds became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Kenneth Duncan Simmonds became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

29 December 2006

  • Changed its registered name from "Moneo Financial Services Ltd"

FCA register

3 January 2006

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1999

21 October 1999

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (7 shown here)
  • Every director appointment and resignation: 7
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Firms like Moneo Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Bristol

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedBrunel Independent Financial Planners LimitedBristolAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Moneo Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is Moneo Wealth Management Ltd FCA authorised?
Yes, Moneo Wealth Management Ltd (FRN 440828) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Moneo Wealth Management’s phone number and website?
The FCA register lists the phone number 0117 973 8288 and the website moneo-ifa.co.uk for Moneo Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Moneo Wealth Management a scam or clone?
Moneo Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Moneo Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Moneo Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Moneo Wealth Management?
Companies House lists 2 people with significant control of Moneo Wealth Management: Kenneth Duncan Simmonds (50–75% of shares) and Mrs Rebecca Jane Simmonds (25–50% of shares).
Who runs Moneo Wealth Management?
Companies House lists one director of Moneo Wealth Management: Kenneth Duncan Simmonds.
How long has Moneo Wealth Management been in business?
The company was formed on 21 October 1999, and has held its current FCA authorisation since January 2006.
What do Moneo Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £2.41m (+22% from £1.98m) and cash at bank of £1.07m (+37% from £782k).
Does Moneo Wealth Management use any other names?
It has previously used the name Moneo Financial Services Ltd.

Sources and links

The full report on Moneo Wealth Management Ltd

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