Financial clarity for a complex world

Modern Money has been providing independent financial advice and money management to individuals and businesses since 1987.

About Modern Money

We manage and grow wealth for our clients with a service that is both personal and professional.

Philosophy        Our team

Our services

We help our clients achieve their particular financial goals and objectives with clearly explained, tailormade solutions.

Financial Planning

We provide financial planning to help our clients make informed decisions about money and establish what is important to them.

Quarterly Rebalancing Service

We offer a portfolio review in which we construct, amend, provide commentary on and rebalance our clients’ investments. 

Tax Efficient Investment

We help our clients to invest tax efficiency, giving them the ability to make a choice suited to their knowledge and risk preferences.

Annual Investment Review

We offer an annual Face-to-Face review of investments under management and the client’s situation.

Our services

We help our clients achieve their particular financial goals and objectives with clearly explained, tailormade solutions.

View all our services

Here to help

Modern Money is located in Holland Park, London with an additional office in Edinburgh.  We are an experienced team delivering advice and services with professional expertise, personal insight and warmth.

Meet the team

How we work

We provide clear strategic thinking and planning – empowering our clients to make better decisions.

Starting working together        How we charge

Useful Information

Regulatory Information

Modern Money Financial Services Limited is authorised and regulated by the Financial Conduct Authority:  150571. Registered in England: No. 2459464. Directors: M Paine, L Edmunds

The Financial Conduct Authority does not regulate tax or estate planning. changes to global elements will be saved for the whole site. 

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

© Modern Money Financial Services Ltd 2019

Registered Office: 118b Holland Park Avenue, London, W11 4UA

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