Modulus Financial Planning

We often meet business owners who tell us that "My business is my pension" when we ask about their plans for the future. The problem is they often haven't given it much thought about how it's going to work and how much they need to get out of it. 📢 Wednesday 21st September 📆

Delighted to say that @JohnESloan is attending the @BelfastChamber Economic Forum this morning with many local business leaders. #belfast #belfastchamber #economy #localeconomy #localbusiness

Out and about again today @Inter_Trade #BusinessSummit23 in Belfast! Come say hi if you see us about

Finalist? Winning? Nah mate - we’re just happy to be here! #PAAwards23 #table24

@Eoghantheone @VouchedFor @thetimes Thanks @Eoghantheone

Delighted to have both Dale & John appear in this years @VouchedFor 2023 Top Rated Financial Adviser Guide published at the weekend in @thetimes #financialplanning #FinancialFreedom #financialgoals #smallbusinessuk #smallbusinessowner #banbridge #modulusfp

🧵As part of helping everyone get their #finances in order, here's something which will help you if you are thinking you need to speak to an adviser. Maybe things are getting complicated, or you want a second opinion, or you just simply don't have the time to sort it yourself.

Starting to watch the #MadoffNetflix documentary. The world was very different then, but imagine the looks of people if you commuted by seaplane. Surely that's a red flag 🚩....

Completely missed this when it came out before Christmas, but a good overview of all things #childcare fees and the #financialplanning opportunities around them by @JackGilbert13 @NewModelAdviser with a wee guest comment from me...

Meet the Kirkpatrick’s 🏠 In this article for @Citywire Dale discusses the increasing childcare costs for his now family of 3. Also included in the article is how the changes in the Government’s tax-free childcare scheme may impact you. citywire.com/new-model-advi…

It’s a new year, 2023! Time to reset 🎬. Have you set your goals for the year yet? To help you along the way we have produced an editable PDF life planner to help you record everything in your life. Happy New Year from Modulus ✨ modulusfp.com/2022/12/19/the…

Happy New Year from all of us at Modulus FP

Owners Kellie and Aisling have given us an insight into their passion about self-care to help with the body, mind and soul and created Sisters by the Sea (SbtS) to help people discover this for themselves 🌊 modulusfp.com/2022/12/19/ret… #guestblog #Wellbeing #selflove

Brilliant VouchedFor Review Received! John putting clients on the correct path . . . . whichever one best suited for each individual ✨ #clientreview #identify #correctpath #financialplan #financialplanner #modulus

Christmas looks different to many people. It could be elf on the shelf, matching Pyjamas, trips to see Santa himself or just having all your family in one place at one time. So don’t get caught up trying to compare yourself to others, enjoy the moment. modulusfp.com/2022/05/24/com…

Modulus Towel racking up the miles, Cape Town, South Africa 🇿🇦 Identify your goals, and don’t stop until you achieve them! #Smartgoals #identify #plan #achievegoals #financialplanning

🍾 𝑨𝒍𝒘𝒂𝒚𝒔 𝒏𝒊𝒄𝒆 𝒕𝒐 𝒓𝒆𝒄𝒆𝒊𝒗𝒆 𝒔𝒐𝒎𝒆 𝒈𝒐𝒐𝒅 𝒏𝒆𝒘𝒔! 🍾 🏆 Dale Kirkpatrick named for the 2nd year running in the New Model Adviser Top 35 Under 35 Next Generation Advisers 2022. Looks like he's the only one from NI too #financialadviser #financialplanning

Don’t waste your time doing paperwork. . . .make it our problem instead 📝 #paperwork #Compliance #achievegoals #clientfeedback #clientreview

. . . .Yet another new budget 🤔 So how has the latest “budget” (Autumn statement) affected you? In this blog we have identified a few key points surrounding tax and how it might impact you//us the tax payer. modulusfp.com/2022/11/18/ano…

There’s a difference between being wealthy and being rich💰 . . . . Just because you’re rich doesn’t mean you are wealthy 👨‍👩‍👧‍👦 #wealth #rich #options #choices #quote

Now is a great time to review your finances with the daily cost of living increases we are all facing! We have attached our link to a handy Budget Planner to help you along If you want to discuss this further just pop us an email, we are happy to help! modulusfp.com/wp-content/upl…