Financial Advisors in Haywards Heath, Sussex
Private Office Asset Management are independent financial advisors (IFA) based in Haywards Heath, Sussex. We serve clients across London and the South East with a variety of financial services, including everything from portfolio management and stockbroking to wealth management and pensions.View Our Services
Why Choose Us?
We have extensive experience in wealth planning solutions, creating tailored portfolios to suit your goals and help you plan for tomorrow.
- Bespoke wealth management
- Consistent results above industry benchmarks
- Wealth of industry experience
- 24-hour online account access
- Independent advice for broader recommendations to our clients
- Authorised and regulated by the Financial Conduct Authority
With over 30 years’ experience in stockbroking, pensions and portfolio management, we’re well equipped to help our clients manage their wealth in a smart and holistic way. We have built a reputation for managing the financial needs of our clients in a proactive and objective manner, and our recommendations are tailored to the individual aspects of your wealth. We appreciate that there’s a lot to think about when developing and implementing a financial plan or investment strategy.
We’ll work with you to define your objectives and target timescales, building a plan that’s designed to cover everything that matters to you, whether that’s taking advantage of tax allowances or reliefs, retirement planning or saving for your children’s’ futures. As your needs or circumstances change, we’ll manage your strategy accordingly.
Second Homes or Luxury Holidays, We Can Plan Your Wealth
Whether you’re looking to invest in a second home, want advice for tax-efficient pension planning or estate planning guidance, our team has the experience and industry knowledge to provide you with specialist guidance that’s tailored to your own circumstances.Book an Appointment
Meet the Team
At Private Office Asset Management, we are proud of our team of experts. Our staff have extensive experience across multiple areas of asset management and investing. From ISAs and SIPPs to stockbroking guidance and philanthropy, our team will help you put plans into place that will maximise your wealth and secure your financial future.
Find out more about the specific experience and background of each member of staff by visting our Meet the Team page.
Highlights from The London Excel Business Expo 2022
Market Update week ending 16 February 2024 - UK ECONOMY - TECHNICAL RECESSION BUT INFLATION FALLING
UK ECONOMY - TECHNICAL RECESSION BUT INFLATION FALLING This week we got what should have been monumental news that the UK is officially in recession. The specific definition being used…
Market Update week ending 9 February 2024 - POSITIVE US EMPLOYMENT DATA WHILST CHINA RALLIES AND OIL PROVIDES OPPORTUNITIES
POSITIVE US EMPLOYMENT DATA WHILST CHINA RALLIES AND OIL PROVIDES OPPORTUNITIES This week the headline news has been the continued decline of government bonds. The drop was sparked by a…
Market Update week ending 24 November 2023 - CONSUMER CONFIDENCE IMPROVING?
CONSUMER CONFIDENCE IMPROVING? This week the outlook for the UK and the US rests in part on consumer confidence and how that might translate to spending which will ultimately…
MARKET UPDATE WEEK ENDING 20 OCTOBER 2023 - UK GILTS & US TREASURIES UNDER PRESSURE AGAIN AS OIL AND GOLD SOAR
UK GILTS & US TREASURIES UNDER PRESSURE AGAIN AS OIL AND GOLD SOAR This week neatly illustrates the problem facing the central banks. In the case of the Bank of…
“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.
With my very best wishes,
“A diligent, conscientious and bespoke service, catering for all of my investment, tax planning and personal needs.
I wouldn’t think twice about recommending Private Office to anyone.”
“We have used Phil’s services for over 25 years with various financial institutions and have always appreciated his hard work and expertise regarding our investments.
“We transferred our portfolio to Private Office Asset Management in 2009 from one of the larger investment houses in London due to dissatisfaction with the service and performance results.
“If any person who reads this is thinking of appointing Phil and/or Private Office Asset Management as their investment and financial advisers, please do not hesitate as I am sure you will be very satisfied with Phil’s advice and the highly personalised service that Private Office Asset Management provides to its clients.”
“Private Office Asset Management now manage my investments and financial affairs in a much simplified yet more personalised manner, with regular quarterly meetings to update me as to performance and progress…
Phil is always available to discuss matters and I would highly recommend his services.”
“We have continued to work (since 2002) with Phil not only for his advice and understanding of our needs, but for his practical knowledge and right up to date understanding of what is happening around the world markets. Phil’s work for us provides more than enough evidence of his dedication to his work and to his clients.
“Phil Simmonds has managed my savings and investments for over 15 years now and I consider myself very fortunate to have met him all those years ago. He is extremely knowledgeable, has excellent judgement in handling investments, is reliable and very conscientious and hard-working. He has proved to be a very safe pair of hands in handling my investments and I can recommend his services very highly.”
“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 feel that my hard-earned savings are safe and growing steadily under his very competent stewardship.
Phil’s personal service and attention to detail is second to none.
Private Office Asset Management’s fees are transparent and competitive.
I have no hesitation in recommending Phil’s expertise in personal investment management and wealth planning.”
I have known Phil Simmonds for over 12 years. Private Office Asset Management provides me with unbiased investment advice which, in my opinion, is essential for allowing me to make focussed investment decisions.
I have absolutely no qualms about recommending anyone that’s requests investment advice to Vincent or indeed Private Office Asset Management.
Subscribe to our Newsletter
Sign up for Private Office Wealth Management news and tips