Simon Hodge - Simon Hodge Financial Planning


Carlton Cottage, Millport, KA28

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Pensions, Investment Planning, Tax Planning, Ethical Investments, Financial Planning - Personal
Qualifications: Advanced Certificate in Mortgage Advice and Practice, Advanced Financial Planning Certificate
Years as a regulated adviser: 17
Remuneration method: Either
FSA Registration Number: 186419 (Check this)

I set up my own company in 2007 following an increase in demand from my existing and prospective clients for a more personal approach to their needs.
This allows me to spend more time helping them to understand the need for first class professional advice.
We are based in the West Coast of Scotland but are happy to travel throughout the UK to look after our clients as required.
Our company is a member of the IFA Consortium and falls under the banner of Pi Financial wich is a Chertered Financial Planning firm.

Simon has over 15 years experience within financial services and is qualified to an advanced/diploma level.

He is able to assist with all areas of financial planning and specialises in investment, pension and tax planning advice.
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