We offer a comprehensive portfolio review, where we consider the market situation, reassess your portfolio’s asset mix, re-evaluate and test all the funds you hold every quarter in January, April, July and October each year. This means your investments are rebalanced four times a year into a model portfolio, which is aligned to your risk preference. A review report is generated together with our commentary and a recommendation for fund switches and asset allocation re-alignments for the quarter. Even if there have been no changes made to the choice of funds or asset allocation in a model, the portfolio is re-balanced each quarter to the base model, therefore taking profits and re-distributing to those assets in the chosen model which are currently cheaper.
We provide financial planning to help our clients make informed decisions about money and establish what is important to them.
Inheritance Tax Planning
We help clients structure their assets to safely control succession and minimise tax.
Pension and Retirement Planning
The right solutions to best meet your retirement needs and requirements for income.
Annual Investment Review
We offer an annual Face-to-Face review of investments under management and the client’s situation.
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.
There are a range of insurance and protection plans that can help cover you and your family in the event of ill health or early death.
Ethical funds are increasingly popular. More and more of our clients are placing greater emphasis on a socially responsible approach to investing.
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
Registered Office: 118b Holland Park Avenue, London, W11 4UA