Wealth Management

Business Wealth Management

Independent Financial Advice

Appointing a financial advisor is an important decision within the process of assessing and managing financial risk.

  • Financial Planning for directors, shareholders, business owners
  • Key Man and shareholder protection policies
  • Investment solutions for companies
  • Retirement planning including workplace pension plans
  • Tax efficient investments for business sale proceeds
  • Group Life Cover

Kerseys Wealth Management was established in 2009 by Nick Hodgetts to provide independent financial advice for Kerseys Solicitors and their clients. Our recommendations draw from the whole of the market and we are committed to treating clients fairly.

Kerseys Wealth Management Limited

Company Number 7006087

4 Constable Court
The Street

T: 01473 731865
F: 01473 731999
E: [email protected]

Kerseys Wealth Management Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.

+ Read more

The services of Kerseys Wealth Management Limited are not the services of Kerseys Solicitors LLP. However, the members of Kerseys Solicitors LLP have shareholdings in Kerseys Wealth Management Limited. Kerseys Solicitors LLP are authorised and regulated by the Solicitors Regulation Authority.

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren’t able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at https://www.financial-ombudsman.org.uk/consumers/how-to-complain or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.

Show Less

Kerseys Wealth Management Team

Michael Hodgetts - Kerseys Wealth Management

Mike Hodgetts

Kerseys Wealth Management Team
About Mike Hodgetts. Having run his own business as a...
Read Profile
Nick Hodgetts

Nick Hodgetts

Kerseys Wealth Management Team
About Nick Hodgetts. Having worked for a large insurance company...
Read Profile

Need help with another legal matter?

Subscribe Now for Newsletter and Updates

Call Me Back
close slider