Financial Services

At Hodgson Insurance we recognise that alongside insurance protection, sound financial planning and investment advice form a core part of our clients’ long‑term financial wellbeing. While we specialise in insurance solutions, we also work closely with highly reputable financial services firms to ensure you have access to expert support for your wealth, pensions and financial planning needs.

Trusted Financial Partners We Recommend

We partner with two established and regulated financial planning firms – one to serve clients in the Cornwall, Devon & South‑West region, and another for clients based elsewhere in the UK. These firms are recommended for their professionalism, client‑first approach and comprehensive range of financial services:

Kelsall Steele Investment Services

Based in Truro, Cornwall, but servicing customers throughout Cornwall & Devon, this award‑winning wealth management and financial planning firm has over 25 years’ experience helping individuals, families and businesses plan for their financial future. Their advisers take time to understand your goals and build tailored strategies that help you grow, protect and manage your wealth.

They offer:

Personal financial planning and investment advice
Retirement planning and pension strategies
Corporate financial planning including employee benefits and pensions
Ongoing investment review and portfolio management

Whether you’re planning for retirement, seeking investment guidance or arranging corporate financial solutions, their team brings local insight with a professional, approachable service.

Grey Parrot Financial Planning

For clients based further afield, we recommend Grey Parrot – an independent financial planning firm that puts your life goals at the centre of every plan. They specialise in creating bespoke financial plans backed by transparent, evidence‑based strategies.

Their services include:

Personal financial planning and goal‑based cashflow modelling
Retirement planning and pension implementation
Investment planning including ISAs and wealth building
Protection reviews (life, income, critical illness cover)
Mortgages, estate planning and business financial planning

Grey Parrot takes a holistic view of your finances, helping you make informed decisions that support both your present needs and long‑term aspirations.

How it works

We do not provide financial planning or investment advice ourselves, but we can introduce you directly to the right firm based on your location and needs. Once you get in touch with us:

Get in touch today to let us know your needs and we’ll help you get connected with the right financial planning experts.

01288 353 999