Phil is a qualified Solicitor and the Managing Partner of Private Office, articled by one of the top commercial law firms in the south east with experience in corporate law, commercial law, employment law, real estate law, commercial litigation and civil and criminal litigation. Phil is also a qualified Chartered Wealth Manager and Chartered Financial Planner, with 30 years experience advising private clients and corporations in the UK and offshore.
Jonathan has joined our practice as an equity partner.
Bringing a wealth of property and general legal experience, Jonathan qualified in 2003 in a high end niche firm in London and then worked with Phil Simmonds for 2 years during their time together at Paul Davidson Taylor commercial solicitors in Horsham.
Jonathan is happy to assist with all your property needs and prides himself on being helpful and approachable and explaining complicated matters in a down to earth and straightforward manner.
Jonathan also advises in relation to all aspects of employment, family and divorce law.
Graham joined Private Office Asset Management Limited, as Investment Director, in January 2018.
Graham has worked in the financial services industry for the past thirty five years. He started with the Clydesdale Bank in Scotland before moving to Lloyds Private Banking in Mayfair.
Click here for Graham’s full biography and contact information.
Vincent is a graduate of the University of Surrey, where he obtained a BSc.(Hons) in Economics.
He was previously an investment adviser at HSBC Bank for 7 years, where he looked after a business book of approximately £50M.
Vincent’s role within the Private Office Group is that of the Business Development Director.
Nick joined Private Office Legal Services | Solicitors in April 2017 and is a brings with him a wealth of experience and expertise in all aspects of Estate Planning, – including Wills, Trusts, Ordinary, Enduring and Lasting Powers of Attorney’s, Contentious and non-Contentious Probate, Inheritance Act claims, and the more complex bespoke trust work. Nick is based in our London office at No.1 Royal Exchange. Nick is supported by his Personal Assistant, Tracy Andrews who has been working with Nick and his clients for more than 7 years.
Anca is based in our London office at No.1 Royal Exchange, EC3V 3DG, and specialises in Commercial Real Estate, Residential Real Estate and Private Client. Anca also has experience in Family Law.
Having graduated with a First Class LL.B(Hons) degree at London Metropolitan University in 2013, Anca went on to complete her Legal Practice Course, with Commendation, at the University of Law in 2015.
Harry is based in our West Sussex office, and he is an assistant investment manager to Phil Simmonds, and a trainee financial planner.
Harry graduated with a 2.1 BA(Hons) from Bristol University Business School in Business Management with Accounting and Finance. Harry has concentrated his areas of study in mathematical finance, equity and debt analysis, portfolio management and statistics.
Michelle is Company Secretary and also the Senior Administrator. She is an Associate Member of the Personal Finance Society (“PFS”) and is currently studying her exams en-route to becoming a para-planner.
Michelle enjoys riding her horses, keeping fit and ballet.
Tracy is based in our London office and primarily assists Nick Hall in the Private Client department, and she also provides assistance to Vincent Carratala, the Private Office Group’s Business Development Director and Phil Simmonds, Managing Partner, – in providing additional services and support to Nick and his clients.
Jill is based in our West Sussex office, and is Legal Secretary and Personal Assistant to Jonathan Sara, Partner and Head of Property. Jill has many years’ experience as a top legal secretary, having worked previously for 4 years at Slater & Gordon Solicitors in Chancery Lane, London.
Sebastian is currently studying for his Business Management degree at Kingston University.
His dual part-time role with Private Office Asset Management, since joining the firm in October 2013, is Trainee Research and Investment Assistant.
In the meantime Sebastian has an application in with the Personal Finance Society (“PFS”) for Discovery Membership status as a ‘full-time student’ Member as his first professional step in his future career within the Financial Services sector.
We are delighted to announce that we have appointed Alex Catt as our Head of Social Media.
Alex is a renowned professional photographer, gaining a First Class Honours degree at Brighton University. He has worked, successfully, on many marketing and social media projects for large organisations and we are delighted Alex has agreed to lead our efforts on the Social Media front.
Imogen works part time within the Private Office Group as Administrative Assistant and Legal Secretary.
Imogen is currently studying for her Qualifying Law Degree at Kingston University.
She is a keen member of the Kingston Law Students Mooting Society, and she has recently been selected to represent Kingston University at the European Centre for Space Law’s “Manfred Lachs Space Law Moot Court (Advocacy) Competition.
Simmonds (International) Financial Associates Limited – Hong Kong
Robert Flux and Jeanette Richardson are the Joint Managing Partners, and Phil Simmonds’ fellow shareholders and co-owners of the Hong Kong business.
Established in June 1996, Simmonds (International) Financial Associates Limited is one of the longest serving financial advisory firms in Hong Kong.
The company provides a full range of financial advisory services for international expatriates, and along with Investment Management and Holistic Financial Planning advice for expats (not USA nationals) living in Hong Kong, and the South Asia Region, Rob and Jeanette specialise in Retirement and Pensions, Tax Mitigation and Succession Planning. We are very proud to have been one of the first financial advisory firms in Hong Kong to adopt a fee-only based advice charging structure for our clients. The firm is Authorised and Regulated by the Hong Kong Confederation of Insurance Brokers (CIB number 222). The company is not authorised or regulated by the FCA and therefore not authorised in the UK.
Robert Flux – Along with Phil & Jeanette was a founding Partner of the business in 1996. Robert has more than 30 years experience in providing private clients with tax efficient wealth management and financial advice. He has contributed to many articles in the Hong Kong financial press, and his close attention to detail, and his full commitment to his clients in providing them accurate and detailed advice, – together with his commitment to ensure each client benefits from a high level ongoing service, – has made him exceptionally popular with his clients both for his reliability and friendship.
Jeanette Richardson – also a founding member of the company. Jeanette moved to Hong Kong in 1992, and joined our business at outset in 1996. Jeanette focuses on building relationships with other professionals, including accountants and lawyers, and assists both with their personal investment management and financial planning needs, and also their clients. Jeanette has been asked to speak at various professional services events, including the Law Society, on various topics including “Trusts and Estate Planning”. Jeanette is a member of the Personal Finance Society, and is currently an Associate Member of the Society of Trust & Estate Practitioners (STEP), and is nearing the completion of the many exams required to qualifying as a full member of STEP.
Simmonds (International) Financial Associates Limited
2802, 28th Floor
Tung Wai Commercial building
109-111 Gloucester Road
T: +852 2905 1307 F: +852 2581 1307