Services

At Private Office Asset Management, we offer a wide range of wealth management services ideal for a huge variety of clients. Whether you need advice relating to your pension, investments or portfolio, our team has the expertise and experience to help you with anything that you need. Read on to find out more about the variety of services that we can offer you.

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Portfolio Management

Our tailored service helps you manage your portfolio of investments and products. We can provide advice and assistance on everything from tax-efficient investments through to advisory management, and managing financial products such as ISAs and self-invested personal pensions.

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Wealth Management

We provide bespoke, personally tailored wealth management services, ideal for dealing with everything from investments and tax mitigation to pensions and estate planning. We take an integrated and holistic approach to focus on smart long-term wealth management.

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Pensions

Whether you are looking for 3 stage planning, bespoke pension planning or simply more information on the options available to you, Private Office Asset Management offers in-depth advice. We can review your current arrangements and ensure you achieve a comfortable and tax-efficient retirement.

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Stockbroking

If you are looking for any kind of stockbroking advice, the team at Private Office Asset Management has over 30+ years of experience.

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

Choose Your Private Office

Royal Exchange Central London & West Sussex.
Call us today on 01444 615080 to book an appointment.

Huntsland Court, Turners Hill Road, Crawley Down

West Sussex

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Ossemsley, Christchurch

Dorset

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Read Our Latest News

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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…

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