• MODUS | A Goal Without A Plan? That's Just A Wish

  • Mar 21 2025
  • Length: 1 hr and 11 mins
  • Podcast

MODUS | A Goal Without A Plan? That's Just A Wish

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  • Summary

  • What exactly is wealth management, and how can it benefit you?

    In this weeks episode, James delves into the realm of wealth management with John Price, founder and owner of Modus Wealth Management in Liverpool.

    John shares his insights into the wealth management industry, detailing his journey from climbing the corporate ladder to his time at the prestigious Coutts, where he became the second youngest Executive Director outside of London.

    Despite his success, John realised that his Liverpudlian values and perspectives were increasingly at odds with the corporate environment. Taking the bold decision to take a 100% pay cut to start his own business from his spare bedroom, the business has since expanded to a team of nine and has recently been awarded Professional Services Business of the Year.

    https://www.modus-wealth.co.uk

    #podcast #wealth #liverpool
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