Modus Wealth Management specialises in meeting the financial planning needs of those who, although successful in their own right, find themselves in having insufficient time or expertise to focus upon their finances. Founded in 2016, the highly experienced team pride themselves on building strong and long-lasting relationships with clients, allowing them to provide a highly personalised service tailored to their individual goals and objectives.
Whether you are looking to build, grow, protect or preserve your wealth, the team at Modus can help. Please feel free to get in-touch via LinkedIn, via email at Helena@Modus@sjpp.co.uk or telephone 0151 318 2851
The value of your investment can go down as well as up. You could get back less than you invested.
Modus Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. Modus Wealth Management is a trading name of Modus Wealth Management Limited.
SJP Approved 08/12/2023
Company Details
- Employees
- 10
- Founded
- -
- Address
- Edward Pavillion, Albert Dock, Liverpool,l3 4af,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- moduswealth.com
- Keywords
- Financial planning, Wealth management, Investment advice, Retirement planning, Inheritance tax planning, Corporate financial advice.
- HQ
- Liverpool
- Competitors
- MULBERRY WEALTH MANAGEMENT LIMITED, Aberdeen, Spinningfields Wealth Management, Modus Wealth Management, Press Box Publishing Limited, Henry Spain Investment Services Market Harborough & Oakham, Downtown in Business, James Brearley Investment Managers and Stockbrokers, True Financial Design Ltd, St. James’s Place.
Modus Wealth Management Questions
Modus Wealth Management's website is moduswealth.com
Modus Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/modus-wealth
Modus Wealth Management has
10 employees.
View email and phone details for 10
employees at Modus Wealth Management.
Modus Wealth Management's industry is
Financial Services
Modus Wealth Management's top competitors are
Mulberry Wealth Management Limited,
Aberdeen,
Spinningfields Wealth Management,
Modus Wealth Management,
Press Box Publishing Limited,
Henry Spain Investment Services Market Harborough & Oakham,
Downtown In Business,
James Brearley Investment Managers And Stockbrokers,
True Financial Design Ltd,
St. James’s Place.
Modus Wealth Management's categories are Financial Services
Modus Wealth Management's founding year is 2016
