Our accreditations

Our team are professionally qualified and committed to the highest professional standards. Among those accreditations and qualifications our team hold, are:

Chartered Financial Planner status

Rajesh Modha is a Chartered Financial Planner.

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Choosing a Chartered financial planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Registered Life Planner®

Rajesh Modha is a Registered Life Planner®.

Life planning is the human side of financial planning. It seeks to discover your deepest and most profound goals through a process of listening and inquiry.

Using a mix of professional and relationship skills, your Life Planner will help you remove obstacles and create a plan, and guide you as you work your way towards accomplishing your goals.

Patrons of Leicestershire Law Society

As a Patron of Leicestershire Law Society, our team has been recognised as providing a valuable and beneficial service to the Society and its members.

We also provide financial support that helps the society to continue to engage with both the legal community and the general public, meeting the needs of both and allowing the Society to grow and adapt to the rapidly changing legal environment.

Certified Financial Coach

Rajesh Modha is a Certified Financial Coach.

As a Certified Financial Coach, Raj is qualified to help clients get to the root of the emotional and behavioural blocks that may be standing in the way of them achieving financial success.

He is able to help clients transform their relationship with money and leave their money biases behind.

Always learning, always growing

We don’t rest on our laurels. We may be highly accredited but we’re also committed to continuing professional development to ensure we maintain standards of excellence and can continue to offer innovative advice, services and solutions to our clients. Just as we encourage our clients to look for all the opportunities life has to offer, so do we.