ABOUT US
Modern
Money was formed in 1991. We aim to provide the best financial advice
to those who need our advice the most. Our experience tells us that they
are:
Private
individuals
with broad financial service needs
Directors
of innovative
small to medium sized companies.
For
individuals, our initial approach is to discuss, develop
and detail the client's long-term personal financial objectives. We can
then advise on the relevant pensions, mortgages, investments and all forms
of life assurance within a long-term context designed to build wealth
and security for the client.
For
company directors, we advise on how to get money out of
their companies tax efficiently and how to protect their assets. We also
set up and administer group pension schemes designed to motivate and retain
staff.
Modern
Money is authorised by the Financial Services Authority (FSA)
and we operate from offices in London and Oxford. Please refer to our terms of business for more details.
All
Modern Money consultants are Independent Financial Advisers, which means
that we are not tied to any particular supplier of financial services.
We can and do give advice about many different companies' services, because
we act for our clients, not for the any of the suppliers of financial
products in the market.
Our
consultants are professionally qualified and experienced in the areas
in which they advise. When you ask Modern Money for advice, you will deal
personally with one of the following people: -
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