Hodge Bakshi Financial Services Limited

Independent Financial Adviser  Churchgate House, Cardiff, CF14 2DX
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FCA authorised
Last authorised 26th July 2021
Here at Hodge Bakshi Wealth, we question, listen, learn & deliver. Helping you to achieve financial freedom .
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Adam Deacon Dip PFS
Director & Independent Financial Adviser
About us

Here at Hodge Bakshi Wealth, we listen to your story and ask questions to truly understand your life, business and aspirations. We are able to develop a Financial Plan based around your specific objectives, encompassing financial advice using whole of market research and independent advice.

We are there every step of the journey to give you peace of mind that your financial planning is being taken care of in the best possible way, leaving you to carry on with what matters most to you. By reviewing your plan on a regular basis we make sure that you're on track to achieve your goals, and if not, we look at what needs to be done to get you back on track.

We are always happy to have a coffee so why not give us a call and pop in to tell us your story.

Our services

We take time to listen to your financial requirements, to identify your objectives, and to agree your priorities. Then we provide you with a report on our recommendations, written in language you can understand, before proceeding to implement your financial plan.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Churchgate House, 3 Church Road, Whitchurch, Cardiff, CF14 2DX

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