Business Details
Independent Financial Advisers & Wealth Managers
Private Office Asset Management has been delivering expert financial advisory and wealth management services for over 30 years. Established to provide tailored investment solutions, we specialise in portfolio management, pensions, stockbroking and comprehensive wealth planning. Our team of seasoned professionals combines deep industry knowledge with a client-centric approach, ensuring bespoke strategies that align with individual financial goals. Authorised and regulated by the Financial Conduct Authority, we maintain the highest standards of professionalism and transparency. With offices in Sussex, London and the New Forest, we serve clients across the UK and internationally, offering 24-hour online account access alongside personalised face-to-face consultations.Our commitment to consistent performance above industry benchmarks has earned us enduring client relationships and numerous industry accolades. We pride ourselves on independent advice, considering the entire investment universe to create optimised portfolios that balance growth potential with capital preservation. Through rigorous risk management and continuous portfolio review, we help clients navigate complex financial landscapes with confidence.
Services
Portfolio Management
Wealth Management
Pensions Planning
Stockbroking
Estate Planning
Highlights and features
- 30+ years of experience in financial advisory services
- Tailored investment portfolios aligned with individual goals
- FCA regulated for professional accountability and client protection
- 24-hour online account access for portfolio monitoring
- Independent advice considering the entire investment universe
Associations and certifications
- Financial Conduct Authority
What people say
Bespoke service tailored to needs
Extremely knowledgeable advisors
Highly recommend services
Transparent and competitive fees
Personalised investment strategies
Services
Portfolio Management
Our tailored portfolio management service combines strategic asset allocation with active risk management to optimise investment performance. We create diversified portfolios aligned with clients' risk profiles and financial objectives, using both direct equities and specialist funds. Regular reviews ensure ongoing alignment with market conditions and personal circumstances, with quarterly performance meetings to discuss adjustments and opportunities.
Wealth Management
We deliver comprehensive wealth management solutions integrating tax planning, estate preservation and intergenerational wealth transfer strategies. Our holistic approach considers all aspects of clients' financial lives, from retirement planning to inheritance tax mitigation. We collaborate with external professionals to create cohesive strategies that address both immediate needs and long-term legacy goals.
Pensions Planning
Specialising in pension consolidation and tax-efficient retirement planning, we help clients maximise their retirement income through strategic fund selection and phased withdrawal strategies. Our expertise covers all pension types including SIPPs and occupational schemes, with particular focus on navigating complex tax regulations to preserve capital for future generations.
Stockbroking
With over three decades of market experience, our execution-only and advisory stockbroking services cater to both novice and experienced investors. We provide access to global markets with competitive dealing rates, supported by in-depth research and market analysis to inform strategic investment decisions.
Estate Planning
Our estate planning service focuses on minimising inheritance tax liabilities while ensuring clients' wishes are fulfilled. We specialise in creating tailored wills, trust structures and lifetime gifting strategies, working closely with legal professionals to implement solutions that protect family wealth across generations.
People
Phil Simmonds
Managing Director
With over 30 years' experience in financial services, Phil established Private Office Asset Management to provide independent wealth management solutions. He specialises in portfolio construction and strategic investment planning, holding Level 4 financial qualifications and completing annual CPD requirements.
Vincent
Wealth Manager
Vincent brings extensive expertise in pension planning and tax-efficient investment strategies, delivering personalised financial solutions to high-net-worth clients. He maintains professional standards through regular CPD training and holds advanced financial planning certifications.
Questions
What financial services does Private Office Asset Management offer?
We provide portfolio management, wealth planning, pension advice, stockbroking and estate planning services tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA reference 650696).
How does your investment process work?
We begin with comprehensive client consultations, followed by tailored portfolio construction using primary/secondary research and ongoing risk-managed reviews.
What areas do you serve?
We operate from Sussex, London and the New Forest, serving clients nationwide and internationally.
How can I access my investment portfolio?
Clients receive 24-hour online account access for portfolio monitoring alongside regular face-to-face meetings.
What makes your wealth management different?
Our holistic approach combines tax planning, estate management and investment strategies tailored to long-term client objectives.
