John Hodge Financial Planners offer specialist client-centred service to individuals and businesses wishing to manage their resources to either achieve a particular financial goal or to develop a long term financial plan that will reflect not only known personal or business objectives, but also provide flexibility to adapt to unknown changing economic and political realities.
Our advisers will listen carefully to your needs and requirements, help you to identify your priorities, explain the technical and financial aspects of your situation and provide you with clear understanding of how our experts can assist you in achieving your goals.
We find that many of our clients are delighted to find that we work alongside legal and accountancy professionals in planning for your future. We believe that whole of market independent specialist financial advice can be an essential tool to achieve the objectives set out below:
- Long term Care planning
- Protecting your personal injury or compensation award
- Wealth preservation
- Inheritance tax planning
- Trust management
- Income or business protection in the event of death or critical illness
- Retirement planning and equity release
Please contact any of the Team of experts by telephone on 01934 315820 or by email to firstname.lastname@example.org to arrange a no obligation 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.