Where real financial planning happens.
Real financial planning is…
...seeing your financial future ...enjoying your wealth to the full ...not running out of money ...making informed decisions ...investing with a purpose ...being tax efficient ...having peace of mind ...protecting your loved ones
We are a boutique independent financial advice firm driven by experts who care deeply about your quality of life.
Andrew Frankland
“I discovered the power of great financial planning and advice at an early stage in my career. Despite this, it was difficult to find the right home to deliver this service - so I built it myself.
MODO represents everything that I believe great financial advice and planning should be - honest, deeply personal, expert, highly qualified and fairly priced.
It doesn’t need to be anything different.“
Read about us and our service
Retirement planning
Are you approaching retirement? Thinking about it? Yearning for it? Then start planning it - it may not be as daunting as you think.
Our clients
We work for our clients - not the financial services industry - and act as a true fiduciary. Learn more about who we work with.
Pension advice
Pensions are great tools for financial planning but it is vital to understand how these work and make sure yours work for you.
Andrew Frankland
Learn more about Andrew. Given what it is that we do, we pride ourselves on the personal approach that being a small firm offers.
Investment advice
Put it all under the mattress? Put it all on red? Or, understand how your money can be put to work in a way that serves your future.
Why choose us?
Some reasons why we believe in our service and why you should book a no obligation introductory call to find out if you feel the same.
