Modern
Money Pensions and Annuities
Modern Money Pensions and Annuities
Modern
Money was formed in 1991 and aim to provide the best financial
advice to those who need their advice the most. Their experience
tells them that they are:
Private individuals with broad financial service needs
Directors of innovative small to medium sized companies.
For
individuals, their initial approach is to discuss,
develop and detail the client's long-term personal financial
objectives. Modern Money 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, Modern Money advise on how to get money
out of their companies tax efficiently and how to protect
their assets. They also set up and administer group pension
schemes designed to motivate and retain staff.
Modern
Money is authorised by the Financial Services Authority (FSA)
and they operate from offices in London and Edinburgh. Refer
to their terms of business for more details.
All
Modern Money consultants are Independent Financial Advisers,
which means that they are not tied to any particular supplier
of financial services. Modern Money can and do give advice
about many different companies' services, because their act
for their clients, not for the any of the suppliers of financial
products in the market.
For
further information on Modern Money Pensions and Annuities
visit the Modern Money website.
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