Jackson hodge wealth
Building Wealth, Securing Legacy and
Empowering Your Financial Future
Your Life-long Financial Planning Partner
In a fast-changing world filled with complex choices and competing priorities, we provide you with the clarity and confidence to achieve your financial goals.
Why Your Legacy is
Important To Us
BUILDING WEALTH requires a delicate balance of time and expertise. It demands patience, strategic planning, and a deep understanding of the financial landscape. As your life-long financial planning partner, we will be with you at every step of your journey.
We understand that your legacy is not just about building wealth, it is about creating a lasting impact for those you care about and future generations. We’re here to help you navigate the complexities of financial planning so that you can SECURE A LEGACY that you are proud of.
As your life-long financial planning partner, we invest the time to identify and understand your priorities so that we can EMPOWER YOUR FINANCIAL FUTURE with clear and simple financial planning.
Our clients have trusted Jackson Hodge Wealth to protect and grow their wealth for over 30 Years
Tyron Edmonds
CFA Chartered MSCI
Ben Hayward
Dip PFS
Christopher Jackson
Founder
Our 4-Step Process to Get
You on The Right Track
We take the time to understand what is most important to our clients and combine this knowledge with our technical expertise to create a clear and simple financial plan.
Discovery
Planning
Execution
Review
How We Can Help
Our aim is to make every client feel like the only client.
Investments
Strategic investment solutions tailored to grow and maximise your wealth and help to achieve the lifestyle you want.
Pensions
Tailored pension planning to secure a comfortable and worry-free retirement.
Insurance
Comprehensive protection strategies to safeguard you, your family and loved ones should you lose your ability to earn or fall ill.
Mortgages
Guidance and expertise in finding the right mortgage solution for your new home or buy-to-let portfolio.
Tax Planning
Expert tax planning strategies to minimise tax and ultimately get more from every pound you earn.
Estate Planning
Secure your future and protect your family or loved ones with important inheritance tax planning and legal preparations such as will writing and lasting power of attorney.
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Book a time and date that suits you for a non-committal and complimentary meeting.
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