Modus Wealth Management

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 Modus Wealth Management is a trading name of Modus Wealth Management Limited. SJP Approved 08/12/2023