Michael Hogg

Founding Partner

For more than 25 years I’ve helped many clients plan for their future wishes and financial goals.

I’m delighted that Hogg Financial Planning is trading style of Sandringham Financial Partners Limited.

Everyone will have their own plans and future needs and this is often the start of their financial journey. I feel the starting point for everyone is to work with an experienced Financial Adviser who they can trust, many of the new clients who ask for my help have been referred to me from my existing clients, who value the service they are receiving.

I provide a wide range of services and advice including;

  • Investment advice from the tax efficiency of ISAs to full portfolio planning.
  • Retirement planning for individuals and business owners.
  • Mortgage advice for residential and Buy to Let properties plus Lifetime Mortgages.
  • Reviewing and arranging all protection needs, to ensure life’s uncertainties don’t stop you achieving your goals.

No two people have the same needs; therefore, I provide a personal and on-going service to each client. I am committed to building long-term, trusted relationships of the highest standard.

I have considerable knowledge and expertise in advising clients in later life, this area is becoming a specialist area when considering Long Term Care Planning and other relevant financial planning areas, including Lifetime Mortgages sometimes known as Equity Release mortgages, plus how to take benefits from your pension plans, best suited to your needs.

I am an associate member of the Society of Later Life Advisers (SOLLA).

SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years.

The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters, or whether equity release is the right thing for you, need careful and considered advice.

With many people now having a fast-paced lifestyle it is important that their financial details are always available. At Hogg Financial Planning we support investment in modern technology, this now provides you with your own client portal which enables you to access details of your investments, pensions, life assurance and mortgages all in one place. This can be on any day or a time that suits you.

 

Areas of expertise

Picture of Michael Hogg
  • 9 Dendrum Close
  • Oakworth
  • Keighley
  • West Yorkshire
  • BD22 7JQ
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