0330 038 8938
Based in Banbridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dale and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 March 2025
Dale and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Dale has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dale has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Dale has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Dale has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dale has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dale has provided information on their typical fees
Dale has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Dale
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Dale and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 March 2025
Dale and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Dale has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dale has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Dale has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Dale has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dale has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dale has provided information on their typical fees
Dale has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Dale
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 5 first impressions)
I am a Director and Chartered Financial Planner here at Modulus Financial Planning. At Modulus FP we want to make sure that whatever you do, works for you and your family. I really enjoy working with small and medium sized business owners, people starting to plan for retirement, and people who work in both engineering and tech/software to plan for their, and their family's future. Our mission is to help our clients live the life they want by delivering the absolute value of financial planning. Away from the office, I have a keen interest in sport. I have given up playing hockey and am now mostly a spectator of football, hockey and golf. I also enjoy keeping fit, being outdoors, spending time with my wife and three children and going for walks with our dog. Check out our website (www.modulusfp.com) to find out more and you can book yourself directly into my diary for an introductory call from there.
Offers available through VouchedFor
Contact Dale through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dale's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
I'm happy to go anywhere in Northern Ireland