I first met Phil Simmonds about 5 years ago. I was introduced to him by a very good friend who sang his praises and told me how helpful he had been to her with her finances.
I took her advice and got in touch with him. I am so glad I did. Since then, whenever I have needed it, Phil has provided me with very sound, and very timely, financial and investment advice through Private Office Asset Management.
What I have always appreciated is that Phil always explains everything to me thoroughly.
I like the fact that he handles all matters so efficiently – guiding me through each step of the process.
Recently, I found myself having to re-do my Lasting Powers of Attorney, as sadly the two friends I had nominated as my attorneys both fell ill and were unable to continue.
Naturally I approached Phil and he and his team, specifically Nick Hall, at Private Office Legal Services | Solicitors, redrafted new LPA’s for both my “Property and Financial Affairs”, and for my “Health and Welfare”. Once again, everything was handled extremely efficiently. I was delighted and am now reassured that I shall be well taken care of in the future.
I have no hesitation at all in recommending Phil and the Private Office Group for Financial and Investment advice, and for Legal Services. So a huge thank you to all of them.
With my very best wishes,
Valerie Singleton OBE
TV Presenter and Broadcaster
Phil Simmonds has been my personal wealth manager and financial planner since 2001.His performance with my investment portfolio 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
23 February 2016
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
12th August 2015
To whom it may concern,
We have been employing Phil Simmonds since he first contacted us as when he worked at Close Brothers merchant bank back in 2002. Since that time, and whilst Phil has also worked with other companies including Brewin Dolphin and Collins Stewart, his advice and more importantly to us, his personal regular handling of our investments has been second to none.
We have followed Phil’s career progression 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. It provides more than enough evidence of his dedication to his work and to his clients.
As he now concentrates on developing his Private Office group of companies, we shall continue our relationship with Phil and enjoy what we are sure will be a continuing growth of our investments with Private Office Asset Management, – who have successfully looked after our investments since the beginning of 2009.
Pamela and Trevor Taylor
Horsham, West Sussex
Around 18 months ago I was recommended to speak to Phil Simmonds at Private Office Asset Management by my brother and sister-in-law, who have been clients of Phil’s for almost 14 years. My finances and investments were all over the place, – I had upwards of 15 different investment products and services including various ISAs and Pension policies plus numerous share certificates – and I had no idea what to do with them or whether they were working properly for me and I received mountains of paperwork form the various financial institutions that I didn’t really understand.
Phil came to my rescue, explained in detail precisely what I had and how it was all performing – and he took time to understand my own specific situation, requirements, objectives, time-horizon and my personal risk-profile – something that nobody had ever taken the time to discuss with me previously. Phil and Private Office Asset Management now manage my investments and financial affairs in a much simplified, yet personalised manner, with regular quarterly reporting as to performance and progress. In my first full year with Private Office Asset Management (to April 2015) my investments grew by a net figure of +18.32%. Phil is always available to discuss matters and I would highly recommend his services.
Bridget Jackson, London
I first met Phil over 20 years ago when he was recommended to me by a good friend…whilst I was working in Hong Kong at the Royal Hong Kong Golf Club, – where I was the golf professional for 30 years.
I am pleased to say Phil is still looking after my investments and finances, and he has also become a very good friend. All I have to do is pick up the phone and he is there for me with his special advice.
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.
With best wishes and thanks to Phil and his Company.
Joseph A. Hardwick, Portugal
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 results.
Private Office Asset Management has provided us with a personalised wealth management solution, understanding our individual circumstances regarding risk and investment objectives with our Pensions, General Investments and ISA’s. Phil Simmonds’ knowledge, drive and common sense approach regarding financial planning and investment management has been invaluable to us in achieving the results required towards our long term plans.
Malcolm Salsbury and Angela Kelly, Surrey
Retired (early) Pharmacist practices Proprietors
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.
Now through Private Office Asset Management we have the advantage of a bespoke service that is tailored to our needs, and confidence that our portfolio reflects our financial aspirations.
Simon and Clare Wilson, West Sussex