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Dale Kirkpatrick

Dale Kirkpatrick of Modulus Financial Planning Ltd is based in Banbridge. Dale has up to 10 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
SMF3 Executive Director

Previous Employment:
Best Practice IFA Group Limited01/03/2021 to 30/03/2022
Modulus Financial Planning Ltd01/03/2021 to 29/03/2022
Destination Financial Planning Limited28/08/2015 to 07/08/2020
Navigator Financial Planning Limited02/06/2014 to 07/08/2020
Law Society (NI) Financial Advice Limited02/02/2018 to 08/12/2019
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.