Zac Hodgson
DipPFS, Cert PFS (DM)
Zac Joined Emerald Associates in 2019 having previously worked in retail management whilst completing his studies.
He now provides face to face bespoke financial advice to clients of all ages covering a range of services including Retirement and Investment Planning, Estate Planning, and a range of personal and corporate Protection solutions. By focusing on providing holistic advice, Zac aims to build long term honest relationships with his clients and use his industry experience to help them plan their finances in line with their future goals.
Also, a strong advocate for financial education in younger people, Zac supports several local networks aiming to provide financial advice to young professionals and entrepreneurs all over the Northeast.
Qualifications:
CII Diploma in Regulated Financial Planning
CII Award in Long Term Care Insurance
CII Certificate in Discretionary Investment Management
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.
