Imogen Simmonds

LL.B(Hons), LL.M
Solicitor (in-house legal Counsel)

Director | Head of Private Client | Paraplanner

Imogen gained her LL.B(Hons) Law Degree at Kingston Law School, achieving a 2.1,  and went on to complete her LL.M Masters Degree in Law at the University of Law in Guildford.

Imogen joined the team at Private Office Asset Management Limited as In-House Legal Counsel as well as Business Development Director, and Paraplanner, in September 2022.  She is now Head of Private Client.

Imogen trained and qualified as a solicitor at Berkeley Rowe International Law firm in Mayfair, London. She completed her seats in Real Estate, Litigation & Dispute Resolution, Private Client and Company & Commercial. Imogen was admitted to the Roll of Solicitors on 18th June 2024 and gained her first Solicitors practising certificate on 19th June 2024.

One of Imogen’s key roles is to provide free basic Wills and Lasting Powers of Attorney (LPA’s) for our existing clients, and for clients who are switching their investments and financial affairs to our stewardship, and she is also able to assist with Probate matters, free of charge for our clients, which saves many thousands of pounds for the beneficiaries in legal fees associated with applying for Probate.  AFC Wimbledon also direct their fans and staff to Imogen to draft their Wills should they wish to leave a legacy to the football club, or to associated charities that AFC Wimbledon work with.

Imogen sits on our Investment Committee, and her research skills and eye for meticulous detail have been invaluable in this role.  There is a considerable call for women advisers in our industry, and Imogen is currently completing her Investment Advice Diploma (Securities) and (Financial Planning) with the Chartered Institute for Securities & Investment (CISI), upon successful completion of which, and by the end of 2026, she will be signed off as a competent client adviser on the financial side, as well as already being legally qualified.

Imogen works hard organising events with AFC Wimbledon and facilitating meetings with their players, staff and fans, and she also organises our regular client golfing day events which she also arranges for our introducers, including accountancy firms who introduce their clients to us.  She also undertakes organising our attendances at the various Business Expos we attend, including the British Business Expo, the South of England Show and the New Forest Show.

Outside of work Imogen is an accomplished horse rider and competes at unaffiliated dressage shows. She enjoys skiing, tennis and has captained her local hockey and netball teams. Imogen also enjoys attending classic car shows with her pristine condition 1968 MG Midget.

Impressively, Imogen is also an accomplished artist and in her spare time accepts commissions via her own business “Immy’s Pet Portraits”.

Email: imogen@private-office.co.uk