What we believe in
What our clients will say about us
Who we want to be
We want to be known as a financial planning company who truly puts their clients first. We will demonstrate the absolute value of financial planning by helping our clients to make informed decisions about their future lifestyle.
We want our clients and professional connections to be comfortable to talk about us and recommend us, knowing that we will act in the best interests of whoever we work with
We want to “walk the walk” as well as “talk the talk.” If we are helping our clients to achieve their goals, we should also be able to reach ours. It is our ambition that we will reach a level where we can enjoy our desired lifestyle, while ensuring our clients don’t feel disadvantaged.
Improve Financial Education
We believe there is a lack of financial education in society, which we want to address by sharing knowledge and expertise with our clients’ families and/or for business owners and their staff. We hope that through our website and social media, we can share useful insights and help people help themselves, even if they don’t require full financial planning.
Reducing our Impact on the environment
As much as possible, we want to minimise our impact on the world and environment around us.
A key part of this will be by reducing paperwork.
We want to reduce paperwork to
- Save time for our clients reading it and our staff preparing it
- Help the environment by not overusing resources printing excessive amounts of documents
We will do this through using technology and digital media. We will make use of digital signatures, digital delivery and aim to be as conscious of what we give clients, as far as we can be.
In our investment strategy, we will aim to have an Environmental, Social and Governance filter (ESG Investing), if we can do so without impacting our core investment beliefs. We believe we can achieve this without affecting the return and minimising risk, and so we feel an ethical duty to do so.
Where possible, without affecting our service or client experience, we will aim to be as environmentally friendly as we can, as we want our children to have the same opportunities we did. We all should be trying to reduce our footprint on the world. After all, you can either be part of the problem, or part of the solution!
Our Values
Be Comfortable
we want you to be comfortable to ask us anything or to attend meetings. We don’t expect you to wear your Sunday best and come prepared knowing everything – and we won’t either. Personal finances are complicated and so there’s no such thing as “a silly question”
Do as we say
if one of us says we are going to do something, we will do it when and how we said we would.
Your goals are your goals
whatever it is you want to achieve, we will try our best to help you to achieve that goal. We won’t impose our own opinions or judge you for what you want to do.
Collaboration
whether this is with our clients, professional connections or work between colleagues, we all work together for the same outcome and will help each other as and when needed.
Quality
whatever we try to do, we will always strive to do it properly and efficiently.
Simplicity
in everything we do, we will try to keep it as simple as possible (we hate writing long reports as much as you hate pretending to have read them).
Have fun
most of the time, people seek financial advice after a serious event (death; illness; divorce; realisation they don’t know where they stand) and as serious as this is, we want you to enjoy your interactions with Modulus FP.
Honesty
we will tell you the truth about your money, so that you can make an informed decision.
Always moving forwards
both personally and as a business, our goals should be discussed, measured, reviewed and updated regularly.