John Hodge Financial Planners are exceptionally qualified, independent financial specialists who champion our clients’ best interests above all else.
We support individuals and businesses looking to efficiently manage their resources to achieve a particular financial goal or to develop a long-term financial plan that offers peace of mind. We will help you achieve your life or business ambitions by financially weathering the ever-changing economic and political climate.
We work as a team and pride ourselves in taking the time to listen, to understand your needs and requirements and help you to identify your financial priorities. We avoid jargon when explaining the technical and financial aspects of your situation and will provide you with clear understanding of how our experts can assist you in achieving your goals.
We collaborate with legal and accountancy professionals when planning for your future which our clients love as they don’t have to manage a variety of advisors and repeat conversations.
We believe that independent, specialist financial advice is essential for living confidently today, and tomorrow, especially with regard to:
- Long term Care planning
- Protecting your personal injury or compensation award
- Wealth preservation
- Separation and Divorce
- Inheritance tax planning
- Trust management
- Income or business protection in the event of death or critical illness
- Retirement planning
- Equity release
Our team holds specialist accreditation from the Society of Later Life Advisers (SOLLA), Resolution and the Society of Trust and Estate Practitioners (STEP) – specialist, certified experienced that you should expect and deserve.
Start the conversation today
Please contact any of the team of experts by telephone on 01934 315820 or by email to mailbox@johnhodgefp.co.uk to arrange a no obligation free of charge appointment to see how we can help.
John Hodge Financial Planners is a trading style of Professional Financial Planning (Southwest) Limited. Trading Address: John Hodge Financial Planners, Somerset Court, Brinsea Road, Congresbury, BS49 5JL Tel – 01934 315820. Professional Financial Planning (Southwest) Ltd is an Appointed Representative of Centurion Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority registration number is 509905 Registered Office Somerset Court, Brinsea Road, Congresbury, BS49 5JL.