John Price

What were the circumstances that caused you to initially look for an adviser?

I felt the time was right to take by professional advice .

How has John Price helped you?

By guiding through various options.

Have you seen the outcome you were hoping for?

Perfectly so.

What could they have done better?

Everything John has told me was what was considered best for my circumstances.

What were the circumstances that caused you to initially look for an adviser?

As a small business owner, I needed to find expert advice to plan for my potential exit and future retirement.

How has John Price helped you?

John’s advice is always direct, honest and supported with data. He takes a holistic approach and shows genuine interest in our family and future plans. The changes we’ve made have helped improve the performance of my portfolio and given me confidence for the future.

Have you seen the outcome you were hoping for?

Since moving my financial planning to John and Modus, my returns have significantly improved and are far outperforming the previous period.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

The need for trustworthy, specialised financial advice.

How has John Price helped you?

With guidance on investments, trusts and inheritance tax etc.

Have you seen the outcome you were hoping for?

Yes we are pleased with the progress made.

What could they have done better?

Not applicable

What were the circumstances that caused you to initially look for an adviser?

My previous Advisor sadly died.

How has John Price helped you?

My existing portfolio had sadly been neglected as my previous advisor had suffered with a terminal illness for quite some time. During this period John helped me with some ad hoc information and eventually I had no hesitation in asking him to take on my financial management on a full time basis.

Have you seen the outcome you were hoping for?

Yes. The financial planning side was changed dramatically from day 1 and the results have been exceptional. In addition the level of information I get from John is detailed and easy to understand. Finally I have found John to be an extremely personable individual who is very easy to talk to and get along with.

What could they have done better?

No. Its very rare one gets the opportunity to give someone a 10/10 rating but John is the exception to this. I would recommend him to anyone who is looking for financial planning/management of their portfolio.

What were the circumstances that caused you to initially look for an adviser?

I sold my business and needed advice and support

How has John Price helped you?

John has helped me in so many ways after being with my previous adviser that wasn’t working our. John was meticulous in providing me with the best advice and creating a very clear plan to move forward

Have you seen the outcome you were hoping for?

?

What could they have done better?

Nothing I would say, John is always very clear and i know nothing is ? guaranteed.