We all live in increasingly challenging times: with expectations of longer lives, growing threats of market instability, movement towards portfolio careers, frequent and complex changes in financial regulations, a changing healthcare and educational system.
Brexit is upon us, as well as new money formats, systems and providers, from banking apps to cyber currencies, and wrap accounts to online portfolios.
All of this is contributing to new attitudes about corporate, personal, family and employee money and financial planning. In such a complex world, clarity of explanation and a balanced overview is valued most by our clients.
Privately-owned and managed, and renowned for a thoughtful approach to financial planning, Modern Money has been doing precisely that for over three decades: managing and growing wealth for our clients with service that is both personal and professional.
Making it clear, making it human
Planning successfully for a happy, fulfilled life needs intelligent and considered financial advice.
We have learnt that ultimately our clients’ peace of mind comes from good financial performance combined with a personal experience of economic well-being and understanding.
Financial management should be genuine and human. The emotional side of money management is as critical as the rational. A balanced approach – embracing both – is the right basis for sound financial decision making.
Our approach is characterised by listening, properly understanding and bringing clarity to a client’s vision of the future. By discovering what really matters, we can put together a financial strategy that is right for each individual situation.
Clarity & capability
Based on trust, respect and knowledge, we work hard to help our clients to grow their assets, with an approach moderated by their individual attitudes to risk and security.
Whatever the client’s life stage or financial circumstance: from the straightforward to the complicated, corporate or individual, we are here to help, working with clients to better understand their financial situation and identify options.
We combine this with a carefully explored appreciation of client values, attitudes and beliefs about money; ultimately to help every client make clear, calm, informed and relevant decisions about their financial future and how this will enable them to achieve their life goals.
Loyalty and performance
This approach has resulted in unprecedented levels of client loyalty for more than thirty years with our team of long serving colleagues also testament to the way in which we run our business.
Profiled in the 2019 Parliamentary Review we have a distinguished and proven track record in delivering returns for our clients; funds under management have grown by 15 per cent per year for the last eight years.
Our services include Financial Planning; Inheritance tax planning; Pension and Retirement Planning; Annual Investment Reviews; Quarterly Rebalancing Services; Tax Efficient Investments; Financial Protection; Ethical Investments
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
© Modern Money Financial Services Ltd 2019