Tom Hodge

ASSISTANT PARAPLANNER

Professional

Before starting at HDA, I spent two years working in an Investment Review team, managing purely the investment funds/assets split. I became a member of the HDA team in March 2021.

On a day to day basis, I produce suitability reviews and reports, focusing mainly on pensions. I also contact clients to confirm income, transfer and contribution amounts.

Personal

I consider myself very sociable and believe there is no greater pleasure in life than a pint in the sunshine with your friends.

When time allows, I also enjoy motorbike racing, as well as playing tennis and golf.

I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.

Mark Hodgkinson, Cheltenham,

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