Our experienced team embodies Modern Money’s values and delivers advice and services based on our unique combination of professional expertise, personal insight and warmth.

Marcus Paine

Managing Director

Marcus is responsible for the performance of the company including: planning and implementing company policy; building and maintaining an effective team; assuming ultimate accountability for all company operations and ensuring that the company is conducting business in compliance with FCA regulations at all times. As a financial adviser, Marcus is responsible for providing specialist advice to clients, whether a commercial enterprise or private individual across a variety of financial products encompassing pensions, investments and tax planning. 

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Lindsay Edmunds

Financial Director

Working closely with Marcus, Lindsay assumes full responsibility for all financial and accounting aspects of the company’s business including developing financial models, planning and managing budgets., monitoring cash flow and preparing accounts.

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Graeme Lobban

Independent Financial Advisor

Graeme provides specialist advice to clients, whether a commercial enterprise or private individual across a variety of financial products encompassing pensions, investments and tax planning. He also helps clients develop financial strategies for long and short-term investments and review the performance of investment portfolios.

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Valerie Spence

Client Account Manager

As a designated point of contact, Valerie supports Modern Money’s financial advisers in building and maintaining relationships with clients, answering ongoing queries and ensuring service quality.  She is also responsible for implementing approved financial plans and keeping detailed records of client transactions including the preparation of periodic review packs. As London office manager she leads the production and implementation of our quarterly model portfolios.

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Agi Stewart

Paraplanner

Agi’s responsibilities include supporting the financial advisers in building and maintaining relationships with clients. She works closely with Marcus to provide client proposals, complete full suitability reports and produce the commentaries that are a key part of Modern Money’s quarterly rebalancing service.

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Marie Hughes

Client Account Manager

As a designated point of contact, Marie supports Modern Money’s financial advisers in building and maintaining relationships with clients, answering ongoing queries and ensuring service quality.  She is also responsible for implementing approved financial plans and keeping detailed records of client transactions including the preparation of periodic review packs. 

As Compliance Manager, Marie works closely with Marcus to make certain that all internal systems comply with FCA regulations and are recorded appropriately, regulatory reporting and keeping registers up to date at all times

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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

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

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