Andrew Hodgson
DipFA CeMap
As founder of West Park Financial Planning, I focus on providing holistic financial planning advice to individuals and the wider business community throughout the North East and Yorkshire.
About
I have worked in the banking and finance sector since 1989 and have gained a wealth of experience in delivering positive client outcomes. I pride myself in developing long term client relationships with a focus on building wealth and protecting it for the next generation. I specialise in working with:
- Business Owners.
- Solicitors and Accountants.
- Individuals looking to build and secure their financial wellbeing throughout their working lives and retirement.
I deliver goal based advice in the following areas:
- Estate and Legacy Planning - for those wanting to pass on wealth to their Children and Grand Children whilst offering solutions regarding Inheritance Tax and Trust based planning.
- Retirement Planning strategies to help with the complex world of pensions including accessing pension funds.
- Investment Planning - encompassing tax mitigation over a wide range of Investment Wrappers.
- Protection solutions for individuals and businesses
- Mortgage Services.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Thomas Hodgson
Financial Adviser
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/10/2023
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.
West Park Financial Planning Ltd is registered in England and Wales, Number 10602351. Registered Office: Suite 4 Durham Workspace, Abbey Road Business Park, Durham, DH1 5JZ.
