CIO Investment Insights Q3 2024: High Rates, High Stakes 📈 The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets. Here, experts at SJP outline their thoughts on the short-term impact of the UK election: https://lnkd.in/dEE7rquZ
Modus Wealth Management
Financial Services
Working with you to develop financial clarity, grow your wealth and preserve it across the generations.
About us
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. SJP Approved 08/12/2023
- Website
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https://modus-wealth.co.uk/
External link for Modus Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Liverpool
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Financial planning , Wealth management, Investment advice, Retirement planning, Inheritance tax planning, and Corporate financial advice
Locations
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Primary
Get directions
Edward Pavillion, Albert Dock
Liverpool, L3 4AF, GB
Employees at Modus Wealth Management
Updates
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Team Tuesday! 🥳 Meet one of our Company Directors - John Price. John’s focus for the business is developing long-term client relationships founded upon on a deep understanding of goals together with expert advice. He has two young sons, Oliver & Arlo and enjoys keeping fit, eating broccoli, and following Liverpool FC 🥦⚽ ◾ Dream holiday location - safari with family 🦁 ◾ Favourite pizza topping - tuna 🐟 ◾ Name three things you’d take to a deserted island - phone, AirPods, & Kindle 📱 John Price
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WeekWatch: Initial market reactions to the new Labour Government https://lnkd.in/dj5zsHF7
WeekWatch - 08/07/2024
modus-wealth.co.uk
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Investment impact of Labour’s win ✔ https://lnkd.in/eHHXQHjE
Investment impact of Labour’s win
modus-wealth.co.uk
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Modus Wealth Management reposted this
Founder & Director I Modus WM I Chartered Wealth Manager providing financial advice to private clients & business owners. We help clients clearly define their goals & put financial plans in place to achieve them
WE ONLY WENT & WON!! 🎉🙌 Last night Modus Wealth Management was voted Professional Services Business of the Year at the Downtown in Business City of Liverpool Business awards!! 🏆🍾 OK, there was another BIG win yesterday that had most of our attention 🌹👀 BUT, we’re still absolutely chuffed, especially having been up against some fanatsic businesses in the city🫡 A MASSIVE well-done to our amazing team, who do an incredible job and are getting better every single day 👏🚀 Ps. Forgive us if we’re not quite up to our usual high standards today however, we’re all a little tender! 🍾🥴 #awards #colba #recognitione
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How to stay on top of your financial planning with a demanding career 💼 https://lnkd.in/eTu7trCh
How to stay on top of your financial planning with a demanding career
modus-wealth.co.uk
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The rise of the multi-retiree family and what it means for your finances https://lnkd.in/ehgU5VkF
The rise of the multi-retiree family and what it means for your finances
modus-wealth.co.uk
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WeekWatch: Devil’s in the details as UK inflation returns to 2%. 😈 https://lnkd.in/eAaPgjAU
WeekWatch - 24/06/2024
modus-wealth.co.uk
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Should I pay to top up my State Pension? 👴🏻 https://lnkd.in/euK69pFn
Should I pay to top up my State Pension?
modus-wealth.co.uk
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WeekWatch: Fresh French election call dampens European markets. https://lnkd.in/eb2ZVQFf
WeekWatch - 17/06/2024
modus-wealth.co.uk