Moneo Wealth Management Ltd

Reference number: 440828

Instant download

Authorised by the FCA

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

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
03863161
Company status
Active
Company type
Private limited company
Incorporated
21 October 1999 (26 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)

Current directors and secretaries

Name Role Born Appointed
Kenneth Duncan Simmonds Director Apr 1969 21 Oct 1999
Kenneth Duncan Simmonds Secretary Not published 21 Oct 1999
Rebecca Jane Simmonds Secretary Not published 1 Oct 2007

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Moneo Financial Services Ltd

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Moneo Wealth Management Ltd FCA authorised?
Yes, Moneo Wealth Management Ltd (FRN 440828) is authorised by the FCA to carry out regulated activities.
Is my money safe with Moneo Wealth Management?
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.
Is Moneo Wealth Management a scam or clone?
Moneo Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Moneo Wealth Management's Firm Reference Number (FRN)?
Moneo Wealth Management's FRN is 440828. You can verify it on the FCA register.