Modern Money Financial Services

Our Philosophy

Modern Money believes in empowering individuals and businesses to achieve financial clarity and success in a complex world. Since 1987, our team of experienced professionals has provided independent financial advice and money management to clients across the UK. We take a holistic approach, considering your individual goals and aspirations to tailor our strategies.

Our Team

Our team comprises seasoned financial planners, investment experts, and tax specialists who are passionate about helping clients achieve their financial goals. We are united by a deep understanding of financial planning and a genuine desire to help clients navigate their financial journey with confidence.

1. Financial Planning

We establish a roadmap for your financial future, addressing your unique needs and aspirations. This includes goals setting, risk assessment, and developing a tailored plan to achieve your financial objectives.

2. Inheritance Tax Planning

We guide you through the complexities of inheritance tax, ensuring your wealth is protected and efficiently passed on to your loved ones.

3. Pension and Retirement Planning

We help you maximize the potential of your pension plans and retirement savings, ensuring you have a secure future.

4. Annual Investment Review

We conduct a comprehensive review of your investments to ensure they align with your goals and risk tolerance.

5. Quarterly Rebalancing Service

We proactively review and adjust your portfolio to maintain its balance and optimize performance.

6. Tax Efficient Investment

We leverage our expertise to identify tax-efficient investment options that align with your individual circumstances and preferences.

7. Financial Protection

We assist you in securing your financial future through comprehensive insurance solutions.

8. Ethical Investment

We align your investments with your values by prioritizing sustainable and responsible practices.

How We Work

Our collaborative approach involves open communication, shared information, and tailored solutions. We believe in empowering you to make informed financial decisions with clear explanations and regular progress updates.

How We Charge

Our fees are transparent and competitive, based on the scope of your individual needs and the services required. We offer clear and personalized fee schedules to ensure accountability and trust.