Rajesh Modha

Director, Chartered Financial Planner, Registered Life Planner® and Certified Financial Coach.

0116 2621414

I believe my role involves helping clients understand themselves so that they can make purposeful decisions about their lives.

It feels that the last 10 years has been a journey of learning and self-reflection. My role now involves more than just financial planning: I’m consulting, coaching, organising and empowering. No two days are the same. But I am delighted to have reached a point where I now feel I am able to bring about the maximum impact for each individual client.

What qualifies me to help you?

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®

As a Life Planner, I am trained to listen and ask the questions that help you discover what you truly want to accomplish, experience and be. Using a mix of professional and relationship skills, I will help you remove obstacles, create a plan, and guide you as you work your way towards accomplishing your goals.

Certified Financial Coach

As a Certified Financial Coach, I am trained to provide a non-judgemental space to help people understand their relationship with money and the root of their financial beliefs. With proven strategies to help people uncover and overcome their limiting behaviours, I am qualified to help empower my clients to take better control of, and responsibility for, their financial lives.

Level 6 Advanced Diploma in Financial Planning

The Advanced Diploma in Financial Planning from the Chartered Institute for Insurance (CII) provides advisers with the skills and knowledge to offer sophisticated and comprehensive financial solutions.

Patron 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.

Certificate in Mortgage Advice and Practice

The CeMAP certification qualifies the holder to apply to the Financial Conduct Authority for a “licence to practice”, meaning I am legally able to offer mortgage advice.

BComm

Bachelor of Commerce

BEng

Bachelor of Engineering

Raj in the spotlight

What do you enjoy most about your job?

Providing the space for clients to genuinely be themselves, so that they can plan for a life lived on purpose.

Three things that make your day a good day…

Time for myself and for reflection. Time with my children and wife. In all honesty, every day is a good day. I’m very grateful for everything I have.

Something you absolutely couldn’t get through the day without…

The security of knowing I have a very client-focused team.

How do you most like to spend your time outside of work?

With my children and family, my friends, walking our dog and supporting Leicester City FC. I’m also a Samaritans listening volunteer.

The last book you recommended to someone…

“The 12 Week Year” by Brian P. Moran. It’s a really effective way of achieving your goals. “The Psychology of Money” by Morgan Housel. A really straightforward guide to money and its use.

Is there a skill or hobby that you would like to master in the future?

Another language or a musical instrument.

If you could have a conversation with any person from any time in history, who would it be?

Me from 20 years ago. I’d tell myself to worry less, take more chances and enjoy life more.

The important stuff

Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. Tilton Conway is a trading name of The Finance Lab which is authorised and regulated by the Financial Conduct Authority (FCA). You can see details of our FCA registration here.

All financial advisers and planners in the UK must meet certain professional standards and requirements set out by the FCA. One of these requirements is to hold a Statement of Professional Standing (SPS).

You can view my SPS here.