Testimonials

Read some of the feedback received from clients.
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

Neil was recommended to me by my parents in regard to advising me on my own personal future financial planning and pension. He has provided valuable advise on my personal pension and financial planning. Neil has advised me to transfer my pension and has helped set up a trust fund.

Mr J | Director, Warrington

John has completely changed the way I manage my finances. He quickly got to grips with my situation and carried out a thorough review of my investments, highlighting where improvements were needed. He put together a clear, forward-looking plan and explained every step in plain language. He is pro...

Mr W | Managing Director, Rainhill

John's advice is always direct, honest and supported with data. He takes a holistic approach and shows genuine interest in our family and future plans. The changes we've made have helped improve the performance of my portfolio and given me confidence for the future.

Mr J | Strategy Consultant, Liverpool

We came to John and Neil looking for advice on how to structure our financial arrangements given some relatively complex family circumstances, they created a plan that really spans multiple generations of the family and got us comfortable that our capital was in the right place, with sensible tax...

Mr B | Wirral, Employed

Provided detailed, thorough and well researched, both verbal and written, in a friendly and easy to understand manner. Feels like you are getting tailored personal advice rather than an 'off the shelf' one size fits all solution.

 

Mr L | Retired, Liverpool

John has looked after my accounts for the best part of 20 years. In that time he has always been totally diligent, trustworthy, reliable and above all transparent with his views and objectivity to my financial needs. John's great strength is his communication skills regarding his clients, if you ...

Mr C | Managing Director, Epsom Surrey

John has been a brilliant source of knowledge and experience and he has become one of the first people I turn to when I am making any decisions about my life that would have a financial implication. He has helped me set and achieve goals for both current and future financial activities from centr...

Ms W | Non-Executive Director, Camberley