About Us

Looking for financial advice today can seem a daunting process, with the financial world more complex than ever before. There are so many differing sources of advice, from banks and building societies to newspapers and websites. That is why we consider taking Independent Financial Advice to be the best route.

Established in 2000, Hodge Bakshi Financial Services provides independent advice on all aspects of personal and corporate financial planning. We believe in offering solutions tailored to your financial situation, looking at your future goals as well as your current needs.

We operate on a Whole Of Market basis, and are not tied to any particular product provider, mortgage lender or investment company. This means that our advice is not restricted to a selected range of financial products, investments, and ‘off-the-peg’ solutions.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice; should you wish to receive specific financial advice, please contact us.

The Financial Services Authority does not regulate taxation and trust advice. The tax reliefs and levels of taxation referred to in this website are liable to change.

Our Aim

We strive to ensure that all of your financial objectives are clearly identified and set out in a step-by–step plan. Our aim is for you to have a clear understanding of the options available and to be comfortable with the financial decisions you take. We do not provide one-off product recommendations alone, but rather seek to develop an ongoing relationship based on trust and a real understanding of your circumstances and aims.

Our Service

Our service starts with a detailed assessment of your current situation, your longer-term personal aspirations and your attitude to risk. This initial consultation is free and can take place at our offices, your home or another convenient location.

The information we gather will allow us to create a detailed financial plan, which will be carefully discussed with you at a follow-up meeting. Having set affordable priorities, we will then implement the agreed strategies ensuring that these are reviewed at regular intervals to take account of any change in your personal circumstances.

Our charges can be structured on a fee-basis, or commission, or a combination of both. Whichever means you prefer, we will fully disclose our charges to you in an open and transparent manner. A pdf version of Our Terms of Business is available below for your consideration.

Where appropriate we will liaise with your other professional advisers, such as accountants, solicitors and other financial services professionals, to ensure your stated goals and objectives are met.

We pride ourselves on ‘going the extra mile’ for our clients.