Wealth Planning and Protection

Introducing our team at John Hodge Chartered Financial Planners. Whether you are seeking to safeguard your wealth or aiming to establish long-term financial security, our team of chartered financial planners are here to assist you.

We understand that that effective wealth planning and protection demands both legal and financial expertise, John Hodge Chartered Financial Planners works closely with the team of legal experts at John Hodge Solicitors to deliver a seamless service tailored to your present needs and future goals. Explore wealth planning and protection advice from our legal team here.

Our approach begins with gaining a comprehensive understanding of your aspirations and objectives, after which our chartered financial planners will devise a customised plan for you. Our wealth protection and planning financial services includes:

• Life Insurance: Designed to provide a lump sum for your beneficiaries in the event of your death, life insurance offers crucial financial protection, especially for families. Our experts can guide you in selecting the most suitable policy based on your needs and financial situation.
• Critical Illness: For individuals or families seeking financial security in case of an inability to work due to illness, critical illness coverage offers peace of mind. Our team can assist in navigating the various options available to ensure you choose the right cover.
• Income Protection: Essential for anyone reliant on a regular income, income protection plans offer financial support in the event of and inability to work due to accident or illness. We'll work with you to ensure your income protection plan aligns with your existing protection and meets your needs.
• Tax Efficiency: Tax-efficient wealth planning is essential. Our chartered financial planners, in collaboration with our legal experts, continuously review relevant areas such as inheritance tax mitigation, tax-efficient Wills, and estate planning to ensure your financial arrangements are tax-efficient.
• Protecting Assets for Future Generations: Our team specialises in optimising exemptions and reliefs to minimise future tax liabilities, safeguarding your assets for future generations.
• Pension Planning: Pension arrangements offer tax and cost-efficient means of building a retirement fund, yet navigating pension legislation can be complex. We'll help you understand your options and maximise tax relief to optimise your pension contributions.

Next Steps: Get in touch

If you need advice on protecting your wealth, contact the team at John Hodge Financial Planners based at our Weston-super-Mare, Clevedon, Yatton, Bridgwater, Bristol and Wedmore offices.

John Hodge Financial Planners is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE