I first met Phil Simmonds about 6 years ago when I was introduced to him by a very good friend. Since then Phil has provided me with very sound, and very timely financial and investment advice through Private Office Asset Management. Phil handles my matters so efficiently - guiding me through each step of the process.
I have no hesitation in recommending Phil and the Private Office Asset Management for financial and investment advice. Phil Simmonds has been my personal wealth manager and financial planner since 2001. His performance with my investments has been consistently productive, balancing steady growth with safety during turbulent markets.
I have no hesitation in recommending Phil and the Private Office Asset Management for financial and investment advice. Phil Simmonds has been my personal wealth manager and financial planner since 2001. His performance with my investments has been consistently productive, balancing steady growth with safety during turbulent markets.
Services
We are also able to offer a variety of city institutions Discretionary Management Services for clients who prefer to have their portfolios managed without the need for them to be consulted prior to changes being made within their portfolio(s). We undertake high level asset allocation between equities, debt instruments, cash and money markets, property portfolios, commodities and alternative investments.
Our highly personalised, integrated wealth management service is designed to handle all investment, pension, tax mitigation, estate and financial planning matters. We provide you with an holistic integrated approach to managing your wealth, backed by a longer-term strategy tailored to your personal lifestyle objectives.
At Private Office Asset Management, we will work with you through all phases of your retirement planning, from reviewing your existing arrangements and advising and structuring accordingly based upon your affordability and ultimately your requirements. We'll review your arrangements whenever your circumstances change, to ensure that you achieve the most comfortable retirement as tax efficiently as possible.
Stock market performance is just one of the things we analyse in achieving the best performance for your stocks. As stockbrokers we offer an Execution Only Stockbroking Service for clients who wish to implement their own investment decisions.
We also offer an Advisory Stockbroking Service for clients who appreciate the reassurance provided by Private Office Asset Management and their independently selected third-party City institution's research experts.Our In-House Execution Only Stockbroking Service is designed for those who wish to benefit from our sophisticated secure nominee and trading facility, within which we set up a secure personalised account.
We also offer an Advisory Stockbroking Service for clients who appreciate the reassurance provided by Private Office Asset Management and their independently selected third-party City institution's research experts.Our In-House Execution Only Stockbroking Service is designed for those who wish to benefit from our sophisticated secure nominee and trading facility, within which we set up a secure personalised account.
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