Hodge Bakshi Wealth Management
Financial Services - Cardiff, Wales, United Kingdom
Hodge Bakshi Wealth Management Employees
Hodge Bakshi Wealth Management Details
We Question, Listen, Learn & Deliver. 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 core services for Individuals & Families:- Personal Financial Planning- Pensions- Investments- Protection (including for mortgages, life, illness and medical insurance etc)- Insurances (home, contents)Our core services for Businesses:- Shareholder planning, including remuneration structures and tax planning- Senior management pensions- Employee Benefits, including auto enrollment and other workplace benefits- Financial Education in the workplace- Business protection, for shareholders, management and the workforce Hodge Bakshi Wealth Management and Hodge Bakshi Wealth are trading names of Hodge Bakshi Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number: 04233677
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