Churchgate House, 3 Church Road, Whitchurch, Cardiff, CF14 2DXContact 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.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.