Useful information

Client forms

Here are the forms you’ll find helpful when you work with us. We ask you to download and complete the Risk Questionnaire before our initial meeting

Other helpful links

Here are links to some of the businesses and other intermediaries we work with, together with relevant regulatory and government bodies                                              

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

© Modern Money Financial Services Ltd 2019

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+44 207 229 1615

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