Mark Hodge
DipPFS, Cert CII (MP & ER)
Hodge Management was established in 2021 when, as principal, I accepted an invitation to join St. James's Place. Over the past 30 years, I have gained a wealth of experience working in Banks, Building Societies and as an Independent Financial Adviser. I have chosen to establish my practice with St. James's Place as I believe that I can provide clients with a better service and the best possible advice by becoming a Partner Practice of St. James's Place. I enjoy the development of lifelong trusted relationships with my clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
About
My advice covers all areas of wealth management, including retirement planning, wealth protection, Inheritance tax Planning, Investment Planning, Personal and Business Protection Planning and aspects of exit strategies for business owners.
Based in Teesside and covering the North East of England, I’m able to see you in the comfort of your home, your office or in one of our UK offices at a time convenient for you. Should you prefer, or if the situation warrants, then digital communication can also be employed.
My main aim is to build and grow and protect your wealth by listening to what matters to you. We will work together to help you achieve your goals and aspirations no matter how simple or complex they may be with regular reviews to make sure you are on track.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
