Growing Family.

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Planning for the most important people in your life

You’re a young family, or maybe you’re just about to have your first child. You’re working away at whatever you do, focusing on getting by. Keeping your family happy, planning for yours and your children’s future and making sure work is kept on top of. You don’t have enough time to sit down and think about what you’re looking to achieve, or what you have or haven’t thought of. Getting by and keeping everyone happy is the priority, and you’ll think about the future later. 

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How We Help

We will help you determine what it is you want your future to look like. Then, we’ll look at what you have already, and how you are using your money.

We’ll suggest strategies and areas where you could do more without changing too much, and also point out the blindspots in your plan. The focus will be on your current lifestyle, ensuring that it remains secure.

We will review the protection you have in place, and should anything happen to you or your partner, how this will impact family life. Only once we are happy with what you have now, do we start putting money away for your future.

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Get Connected.

Contact Us

Modulus Financial Planning look forward for you to contact us for more information about any of our products or services.

Modulus Financial Planning

Suite 12, Avonmore House,
15 Church Square, Banbridge,
BT32 4AP, Co.Down, Northern Ireland

Let’s Talk About Your Finances

Here for all your saving & investment, pension & retirement planning, tax & estate preservation and insurances.

CALL: 028 40 33 68 67

Modulus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register under reference 965916. Registered in Northern Ireland, Company Number NI673772.
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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