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Modern Money ![]() Address: Cassington, Oxfordshire OX29 4BU Telephone: (01865) 884210 Fax: (01865) 884319 E-mail: Oxford@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. in the areas in which they advise. Modern Money Financial Services Ltd is regulated by The Financial Services Authority |
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