Find an IFA
Pensions Advisers Mortgage Advisers Ethical Advisers Long Term Care Female IFAs

Search for an IFA...
Click on the pop-up menu to search for an IFA in the postcode of choice.

OX - Oxford

Progressive Financial
    Planning Ltd
Modern Money
Morgan Cameron ILP Ltd
Cornerstone Financial
    Planning


Modern Money

Address: Cassington, Oxfordshire OX29 4BU
Telephone: (01865) 884210
Fax: (01865) 884319
E-mail: Oxford@modernmoney.co.uk
Web Site: www.modernmoney.co.uk
Contact: Richard Jeans

General information
Modern Money was formed in 1991.
We aim to provide the best financial advice to those who need our advice the most. Our experience tells us that they are:

Private individuals with broad financial service needs
Directors of innovative small to medium sized companies.


For individuals, our initial approach is to discuss, develop and detail the client's long-term personal financial objectives. We can then advise on the relevant pensions, mortgages, investments and all forms of life assurance within a long-term context designed to build wealth and security for the client.
For company directors, we advise on how to get money out of their companies tax efficiently and how to protect their assets. We also set up and administer group pension schemes designed to motivate and retain staff.
All Modern Money consultants are Independent Financial Advisers, which means that we are not tied to any particular supplier of financial services. We can and do give advice about many different companies' services, because we act for our clients, not for the any of the suppliers of financial products in the market.

Our consultants are professionally qualified and experienced
in the areas in which they advise.

Modern Money Financial Services Ltd is regulated
by The Financial Services Authority


back to the top



  © 2000-2004
  SearchCo