Trusted Expert Wealth Management

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Great performance for your portfolio

Bespoke, highly personalised and fully integrated wealth management

Our highly personalised, integrated wealth management service is designed to handle all investment, pension, tax mitigation, estate and financial planning matters.

We provide you with an holistic integrated approach to managing your wealth, backed by a longer-term strategy tailored to your personal lifestyle objectives.

Talk to us about your wealth management

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You at the core, with our expertise all around you

Click the items below to see in-depth how we help your wealth management.

Personal Wealth Strategy
Tax Planning
Estate Planning
Insurance and Protection
Primary and Secondary Research
Portfolio Construction
Risk Management
Asset Allocation
Investment Process

Enhanced total wealth solutions

The strength of this service is that it is an enhanced total wealth solutions service which designs and implements sophisticated, innovative, forward thinking portfolios that are tailored to meet your individual financial needs.

Based on detailed conversations, we focus on your priorities to carefully put together a bespoke plan that most efficiently meets your financial objectives, mitigates taxation and leads you confidently towards the future you wish to secure for you and your family.

Stay in full control of your investments

Get in touch to discover why our bespoke pensions & retirement planning service is right for you.
Email us at enquiries@private-office.co.uk or call on 01444 615080

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Independent advice

Private Office Asset Management Limited offers ‘Independent’ advice

Private Office Asset Management Limited is a financial services and wealth management business that provides independent investment and financial advice to individuals/private clients, businesses and trustees.

Our independent financial advisers (IFAs) work alongside other professional advisers including solicitors, accountants and investment managers, and we remain firmly within the ‘Independent’ category and as such we work in our client’s best interests by having the ability to consider investments across the whole investment universe.

We specialise in investments and in providing financial solutions by tailoring our financial advice to your personal, professional and business circumstances.

Our objective is to help you increase and protect your wealth and future financial security and we will act in your best interests and treat you fairly at all times.

Client Agreement and Service Agreement

Our Client Agreement and Ongoing Service Agreement are available upon request.

These clearly define the services that we provide and the fees that we charge for providing the defined initial and ongoing services agreed with each client.

The tax treatment of all investments depends upon your individual circumstances and may be subject to change.

Investors should discuss their financial arrangements with their own tax adviser as the value of any tax reliefs available is subject to individual circumstances levels and bases of taxation may change.

Above Benchmark Performance

We consistently produce results above industry benchmarks.

“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with personalised targeted returns net of fees, along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Private Office Asset Management low risk “Bespoke Alternative to Cash Accounts” – typically benchmarked against the Bank of England Base Rate + 2%.

We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).

Ask our financial advisors today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.

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Meet Our Financial Experts

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.

Learn more about the specific experience and background of each member of staff.

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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private office huntsland court

Ossemsley, Christchurch

Dorset

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