Partner Practice of St. James's Place Wealth Management
“He 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, Retired, Warrington
“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 number of friends and have no hesitation in doing so to anyone.”
Mr C, Retired, Heswall
“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 the long term and will continue to provide an outstanding service.”
Mrs F, Retired, Garstang
“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 & confidence in supporting them, I have already recommended the team to others.”
Mr K, Retired, Wirral
“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 over the years in an innovative, creative and successful manner. In John, I have found someone who has complete faith and confidence and I would not hesitate to recommend his services to anyone.”
“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
“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 she worked at RBS, she already had my trust and respect when she moved over to St. James's Place. Laverne introduced me to St. James's Place to enable me to understand the St. James's Place approach and the assurances that is provides, with Laverne then providing financial advice on investment options, upon which I have subsequently invested.”
The Partner Practice is an Appointed Representative of and represents only 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Modus Wealth Management is a trading name of Modus WM Limited. Modus WM Limited is registered in England and Wales, Number 12575310. Registered Office: Castle Chambers, 43 Castle Street, Liverpool, L2 9TL.