Our Practice Approach
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We believe that better outcomes start with better conversations—so we take the time to understand where you are today, what matters most to you right now, and what you want to achieve in the future.
From here, we build tailored solutions around your goals, explaining your options clearly and simply, so you can make confident, informed decisions.
Once in place we’ll regularly review your financial strategy helping you stay on track as your lifestyle and plans change. Our aim is to deliver consistently the highest levels of service and become your trusted adviser over the long term.
Testimonials
Item 1 of 7
John and Neil have advised me on investments and pension arrangements for many years. In that time they have been professional and supportive, clearly outlining the levels of risk and potential reward. Their advice has been first class and their investments successful. I have recommended them to a n...
Mr C| Retired, Heswall
Past performance is not indicative of future performance’ and putting the investment risk warning in ‘The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested
John Price and his team at Modus Wealth Management have consistently provided me with excellent advice, delivered with the utmost professionalism at all times. Good people, doing the right thing for their clients, in the right way. Thoroughly recommended!
Miss H| Director, Liverpool
I have been a client of Modus Wealth since it's inception. I value the dedication, passion, trusted knowledge and expert financial advice provided by John and Neil. Their genuine interest in achieving the best outcome for me as a client, so refreshing. I am confident that Modus Wealth is here for th...
Mrs F| Retired, Garstang
For me, the three most important factors associated with entrusting anyone with hard-earned money are the organisations financial standing, trust in the financial advisers advice and knowledge and a broad range of investment options to suit my differing risk profile. Having known Laverne from when s...
Mr W| Director
[John Price] is trustworthy, professional & knowledgeable. He explains everything to us until he knows we understand. The support he gives us is second to none. We would highly recommend him to anyone. Excellent.
Mr W| Warrington
Trusting anyone today with your financial assets is a great responsibility. However having known John Price and his team for the years I have, it makes me such a task far easier to manage. John embraces his professional duty with great enthusiasm and expert knowledge and has managed my portfolio ove...
Mr R
I have known and invested through John and Neil for over 10 years and was delighted when they established Modus Wealth. Always responsive to any question I have, they keep me informed and they understand who we are as a family and what we are trying to achieve with St. James's Place's vote & confide...
Mr K| Retired, Wirral
John and Neil have advised me on investments and pension arrangements for many years. In that time they have been professional and supportive, clearly outlining the levels of risk and potential reward. Their advice has been first class and their investments successful. I have recommended them to a n...
Mr C| Retired, Heswall
Past performance is not indicative of future performance’ and putting the investment risk warning in ‘The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested
John Price and his team at Modus Wealth Management have consistently provided me with excellent advice, delivered with the utmost professionalism at all times. Good people, doing the right thing for their clients, in the right way. Thoroughly recommended!
Miss H| Director, Liverpool
I have been a client of Modus Wealth since it's inception. I value the dedication, passion, trusted knowledge and expert financial advice provided by John and Neil. Their genuine interest in achieving the best outcome for me as a client, so refreshing. I am confident that Modus Wealth is here for th...
Mrs F| Retired, Garstang
For me, the three most important factors associated with entrusting anyone with hard-earned money are the organisations financial standing, trust in the financial advisers advice and knowledge and a broad range of investment options to suit my differing risk profile. Having known Laverne from when s...
Mr W| Director
[John Price] is trustworthy, professional & knowledgeable. He explains everything to us until he knows we understand. The support he gives us is second to none. We would highly recommend him to anyone. Excellent.
Mr W| Warrington
Trusting anyone today with your financial assets is a great responsibility. However having known John Price and his team for the years I have, it makes me such a task far easier to manage. John embraces his professional duty with great enthusiasm and expert knowledge and has managed my portfolio ove...
Mr R
I have known and invested through John and Neil for over 10 years and was delighted when they established Modus Wealth. Always responsive to any question I have, they keep me informed and they understand who we are as a family and what we are trying to achieve with St. James's Place's vote & confide...
Mr K| Retired, Wirral
John and Neil have advised me on investments and pension arrangements for many years. In that time they have been professional and supportive, clearly outlining the levels of risk and potential reward. Their advice has been first class and their investments successful. I have recommended them to a n...
Mr C| Retired, Heswall
Past performance is not indicative of future performance’ and putting the investment risk warning in ‘The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested
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