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.

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Private Office team on yacht

Our Services

We call on years of experience and expertise in investment, finance and asset management to help a huge range of clients. We have built up a reputation for the quality of our work and our commitment to customer service. We take the time to understand the specifics of your situation to offer asset management and advice that can really make a difference to you.

To speak to our advisers or to arrange a free consultation, please email us at enquiries@private-office.co.uk or call on 01444 615080.

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
Learn About Us

30+ Years Experience

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.

Meet with us to discuss your portfolio management opportunities by getting in touch via the form on our contact page to book an appointment or calling us on 01444 615080.

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.

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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.

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Client Testimonials

“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,

Valerie Singleton OBE
TV Presenter and Broadcaster

“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.”

Mrs Valerie McCormack

“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.

Simon & Clare Wilson
West Sussex

“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.

Malcolm Salsbury & Angela Kelly,
Retired (early) Pharmacist practices Proprietors

“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.”

Joseph A. Hardwick
Golf Professional

“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.”

Bridget Jackson
London

“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.

Pamela & Trevor Taylor
Horsham, West Sussex

“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.”

Dr Francis Matthey, FRCP, FRCPath

“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.”

Dr Lydia Jones
NHS hospital consultant

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.

David Saxby
Director | Clarksons Platou Shipbroking

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