About

  • Let us work with you to create the next chapter of your story.
  • We help grow your wealth with bespoke plans.

WE BELIEVE IN DELIVERING THE VERY BEST INDEPENDENT FINANCIAL ADVICE TO OUR CLIENTS. WE MONITOR OUR RESULTS REGULARLY SO YOU CAN SEE EXACTLY WHAT WE ARE DOING, HOW WE ARE DOING IT AND HOW WELL WE’RE PERFORMING FOR YOU.

QUESTION, LISTEN, LEARN AND DELIVER.

Your story is the key to unlocking the potential, we are just the people who help you walk through the door.

Here at Hodge Bakshi Wealth we take a completely different approach to your future. The key for us is listening to your story, truly understanding your life and aspirations and then making sure we have everything in place to enable you to reach your goals.

our team

THESE ARE THE PEOPLE BEHIND THE FINANCIAL RESULTS WE ACHIEVE FOR OUR CLIENTS.

ADAM DEACON
ADAM DEACON

DIRECTOR

Financial Adviser, working with clients to help achieve their goals at every stage of their lives

KATHRYN HOCKEY
KATHRYN HOCKEY

ADMINISTRATOR

Looking after our clients and supporting our staff, Kathryn is often the first point of contact

SAM PARRY
SAM PARRY

PARAPLANNER

Working alongside the Financial Advisers to provide technical support and research

our history