Savings, Investments & Pensions.

By Modulus Financial Planning

Savings, Investments & Pensions

When we have completed your financial plan, we then need to put in place the strategies we have discussed to achieve your goals. We will recommend how and where to hold your savings and investments, making sure they are appropriate to your needs. This will include many considerations, including (but not limited to) understanding the goals of your savings, when you require access to them, the underlying investment risk, the tax position of your investments and overall charges and fees you are paying.

As we are independent financial planners, we are not limited to certain providers, and so we will always maintain market research to ensure our clients’ money is held where we believe the client will benefit most.

The value of the investment can go down as well as up and you may not get back what you originally invested


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

Privacy Policy