Hodge Bakshi Financial Services Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
Churchgate House, 3 Church Road, Whitchurch, Cardiff, CF14 2DX
Contact 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.
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.
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