0330 038 8938
Based in Banbridge
View locationTop Rated 2026
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 2026
Dale and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Dale has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dale has received 11 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: 09 October 2025
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 6 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 6 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.