0151 353 7186
Based in Liverpool
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: August, 2024
5 out of 5
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FCA Regulated
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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Last checked: 22 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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John has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 22 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
John has not yet added their fees to their profile
Fees not yet added
John has not yet added their fees to their profile
I'm a Chartered Wealth Manager and Financial Planner working primarily with business owners and high net worth families. My focus is developing long-term trusted relationships with my clients founded upon on a deep understanding of their circumstances and goals, together with expert advice and exceptional service. While I lead client relationships and am responsible for all advice, I have a brilliant team working with me, who are integral to our proposition and do a wonderful job supporting our clients. By way of background, I started my career in wealth management in 2000 with Lloyds Private Banking, and prior to founding Modus Wealth Management, I was an Executive Director at Coutts where I led the wealth management business in the North-West. In addition to my leadership responsibilities, I managed a small number of high and ultra-high net worth private clients and business owners whom I advised on all aspects of wealth management and financial planning, from investing to retirement and intergenerational tax planning. Alongside my role at Modus, I am also a trustee and Investment Committee Chair at of Liverpool Charity & Voluntary Service, and a trustee at The Wade Deacon Trust, a multi-academy trust. I'm married to Vicky, we have two sons, Oliver & Arlo and I enjoy keeping fit and following Liverpool FC. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 07/04/2025
£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).
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