John started his career in wealth management in 2000 with Lloyds Private Banking, and prior to establishing Modus was an Executive Director at Coutts where he led the wealth management business in the North-West. In addition to his leadership responsibilities, John managed a small number of high and ultra-high net worth private clients and business owners whom he advised on all aspects of wealth management and financial planning, from investing to retirement and intergenerational tax planning. John’s focus is developing long-term trusted client relationships founded upon on a deep understanding of their goals and concerns together with expert advice and great service.
Neil joined the financial services industry in 1989 and in addition to being a Chartered Wealth Manager, is also a Chartered Financial Planner. At Coutts Neil was an Executive Director, responsible for all Pension and Inheritance Tax Planning Advice in the North West as well as running a team of Financial Advisers across the North of England. Prior to this Neil helped set up Gerrard Financial Planning, transitioning it across to Barclays Wealth following Barclays acquisition of the Gerrard Business and was also a founding director of a National Accountancy business having responsibility for all their UK offices outside London.
Andrew started his career in financial services in 1989, originally as a Wills, Estates and Trust adviser for Barclays before moving into Private Banking and Wealth Management in 2000. Andrew has worked for a number of large wealth managers including Lloyds Mayfair and UBS. In 2010, Andrew moved to Coutts where he was a wealth manager, managing and advising high and ultra- high net worth clients on all aspects of wealth management and financial planning. Andrew’s experience of investment and succession planning has been an integral part of his career and ensures his clients benefit from a holistic advisory approach.
Emily started her career in wealth management in 2014 with PLUS Group, where she worked as a Financial Administrator. Emily joined Modus in April 2017 and supports John, Neil and Andrew, as well as having responsibility for marketing, client communications and engagement.
Emily is currently studying towards the Diploma in Regulated Financial Planning.
Chris has worked in the Financial Services industry since 1982 after starting his career with Legal and General as an administrator. Since then he has passed the Financial Planning Certificate and held various advisory positions at major banks and building societies. In 2011 he joined Newlyn Financial Management Limited as a Personal Assistant and Practice Manager before joining Modus Wealth Management in April 2018.