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For  30 years, we have helped individuals and businesses achieve their financial goals. Whether you’re starting to build your financial momentum – or looking to sustain and amplify the momentum you have – we can help. Our proven capabilities in wealth management, accounting, strategy and business advisory will help you get you there.

Latest Articles & News

KNUTSFORD, UNITED KINGDOM - MARCH 17:  In this photo illustration, the European Union and the Union flag sit together on bunting on March 17, 2016 in Knutsford, United Kingdom. The United Kingdom will hold a referendum on June 23, 2016 to decide whether or not to remain a member of the European Union (EU), an economic and political partnership involving 28 European countries which allows members to trade together in a single market and free movement across its borders for citizens.  (Photo by illustration by Christopher Furlong/Getty Images)

Brexit – What are the implications for investors?

Investments / 28 June, 2016

Against the opinion polls leading up to the Brexit referendum, the people of the UK have voted to leave the European Union (EU). Many are now wondering what the implications are for their investments. The Facts The terms under which Britain’s withdrawal will be negotiated; they have two years from the point at which the […]

estate planning website

Do I need an estate plan?

Financial Planning / 8 June, 2016

If you don’t watch daytime television, you may be surprised to hear that it is brimming with ads for funeral plans and life insurance. Depressing, isn’t it? And if you’re healthy, gainfully employed and have your whole life ahead of you, then there is plenty of time to put an estate plan into place… right? […]


Construction business benefits from understanding the numbers

Business / 8 June, 2016

Mike owns and operates a construction business specializing in commercial properties. The business has been running for more than 20 years and has grown gradually over the years, with revenue now into eight figures. Unfortunately, profit margins are very slim and last year, Mike’s business barely broke even and he was unable to draw his […]


Modoras named IFA Excellence Awards Finalist in four categories!

News / 7 June, 2016

To top off another great week I am proud to announce that Modoras is a finalist in this year’s Independent Financial Adviser (IFA) Excellence Awards in the following categories: Company Awards – Best Client Servicing Company Individual Awards – Innovator of the Year: Peter Sarai Individual Awards – Multi Service Practitioner of the Year: Tony Sarai Individual […]

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