Ask Hudsons

Business Details

37 Years

experience

Trusted Financial Advisers in Yealmpton

Established in 1989, Ask Hudsons has built a reputation for delivering clear, objective, and forward-thinking financial planning advice. Our approach prioritises impartiality, with no proprietary products or conflicts of interest, ensuring our recommendations align solely with clients' goals. We collaborate with a carefully selected network of specialists in investments, pensions, mortgages, and legal work to provide comprehensive solutions tailored to individual needs. Our team combines decades of collective experience with a commitment to continuous professional development, ensuring clients benefit from both expertise and innovation.

We operate with transparency, offering fee structures based on time invested, with commissions offset against costs where applicable. Our guiding principles of honesty, stewardship, and proactive client care underpin every decision, fostering long-term relationships built on trust and mutual respect. Clients value our ability to simplify complex financial concepts, deliver actionable strategies, and provide unwavering support during both routine and challenging circumstances.

Services

Financial Planning Pension Transfers Residential Mortgages Commercial Mortgages Private Medical Insurance Legal Work Wealth Planning Business Succession Planning Tax Planning Investment Management

Details

Year established: 1989

Highlights and features

We offer 35 years of experience in bespoke financial planning since 1989
Our impartial advice avoids conflicts of interest with no proprietary products
Transparent fee structures with commissions offset against client costs
Collaboration with specialists ensures comprehensive wealth management solutions
Client-focused support prioritising long-term financial security and lifestyle goals

What people say

Genuine and caring approach Peace of mind through planning Expertise and knowledge Personal approach to finance Financial security ensured

Website

Update Listing

Services

Financial Planning

Our financial planning service creates tailored strategies to align your resources with life goals. We analyse income, assets, and liabilities to develop actionable plans for tax efficiency, retirement, and intergenerational wealth transfer. With a focus on clarity, we help clients navigate complex decisions while maintaining compliance with regulatory standards.

Pension Transfers

Specialised pension transfer advice ensures optimal retirement outcomes. We assess existing schemes, identify consolidation opportunities, and implement tax-efficient solutions. Our approach balances growth potential with risk management, providing clients confidence in their long-term financial security through structured retirement income strategies.

Commercial Mortgages

We facilitate commercial mortgage solutions for business property needs. Our network of specialists helps clients secure competitive rates while considering cash flow implications. Services include buy-to-let portfolio financing and corporate property acquisitions, with emphasis on sustainable debt structures aligned with business objectives.

Tax Planning

Proactive tax planning minimises liabilities across income, capital gains, and inheritance taxes. We implement legal structures and investment vehicles to preserve wealth for future generations. Our strategies integrate with broader financial plans, ensuring compliance while maximising post-tax returns.

Investment Management

We connect clients with investment specialists offering diversified portfolios tailored to risk profiles and time horizons. Our partners provide access to mainstream funds and alternative assets, with regular performance reviews ensuring alignment with evolving financial goals and market conditions.

People

Richard Hudson

Founder

With over 35 years' experience, Richard established Ask Hudsons in 1989. He leads strategic planning and client relationships, specialising in wealth management and business succession strategies. His approach combines technical expertise with personal understanding of client needs.

Kathy

Compliance Officer

Managing accounts and compliance since the firm's inception, Kathy ensures operational excellence. She oversees client communications and regulatory adherence, maintaining the organisational standards that support Ask Hudsons' client-centric philosophy.

Alison Oman

Financial Planning Assistant

With 26 years of service, Alison provides continuity in client support. She assists with documentation and coordinates meetings, leveraging deep institutional knowledge to maintain consistent service delivery aligned with Richard Hudson's strategic vision.

Danielle Vincent

Trainee Financial Planning Assistant

Handling office administration and client coordination, Danielle supports operational efficiency. As a trainee, she develops expertise in financial planning processes while maintaining the professional standards integral to Ask Hudsons' service model.

Charlotte Hudson

Trainee Financial Adviser

Developing advisory skills under Richard's mentorship, Charlotte represents the firm's future. She focuses on emerging financial planning needs, combining contemporary perspectives with Ask Hudsons' established principles of impartial, client-focused wealth management.

Questions

What financial planning services do you offer?

We provide comprehensive financial planning covering pensions, investments, tax strategies, and wealth management. Our services include business succession planning, mortgage advice, and intergenerational wealth transfer strategies tailored to individual circumstances.

How are your fees structured?

Fees are based on time invested, with written client agreements outlining terms. Commission from product providers offsets advisory costs where applicable. We maintain transparency with no hidden fees or conflicts of interest.

Are you regulated by the FCA?

Ask Ask Hudsons LLP isn't FCA-regulated but refers clients to regulated specialists for specific advice. We provide factual information and coordinate with FCA-authorised partners to ensure compliance with UK financial regulations.

How do you support business owners?

We address business-specific challenges through succession planning, cash flow strategies, and corporate structure optimisation. Our services integrate personal and business financial planning to help owners achieve both professional and individual objectives.

Can you help with inheritance tax planning?

Yes, we implement tax-efficient structures and investment vehicles to minimise inheritance tax liabilities. Our strategies focus on preserving wealth for future generations while maintaining compliance with current legislation.

How do I arrange an initial consultation?

Contact Alison or Danielle via phone or email to schedule a no-obligation meeting. This 90-minute session allows us to understand your needs before determining if we can provide suitable ongoing support.

Reviews (6)

Write a Review

Erick Moreno

May 27, 2022 Report

One of the best property management companies I've worked with! Needed additional documents from the escrow department and it was very easy to communicate and get the issue resolved in a very timely manner. Highly recommend!

Monique Nassor-Covington

May 14, 2022 Report

Jacqueline V. is such a wonderful person! She was with us every step of the way with our horrible flood. She made sure we understood what was going on and if we ever had a question she always got us an answer. She even helped me with how to go about getting my name corrected on some important documents. Thank you Jacqueline, you are appreciated!

Amirah Salaam

Apr 24, 2022 Report

Our property manager, Jacqueline Vassallo, has been fantastic in using her management skills and experience to bring our building up to par after much neglect and property challenges from the past to present. She's worked very hard to make sure all questions, comments and compliant are taken care and that homeowners are seen, heard and valued. We are in the process of resuming our title as the best well maintained building, inside and out, in the neighborhood. Seems like Jacqueline works 24/7.

Thank you, Jacqueline for all that you do. You are truly a professional and blessed individual in service to us all. Hudson should be grateful and recognize what a exemplary employee they have in Jacqueline.

Beth R.

Apr 22, 2022 Report

Our property manager Jacqueline Vassallo does a great job addressing issues in our building. She's responsive and responsible, and keeps projects moving along while keeping us apprised. So very appreciated!

Marcello Lara

Apr 18, 2022 Report

I work closely with Sylvia Green, Department Manager-Client Financial Services, and find her work product and responsiveness to be incredibly helpful to our joint efforts. We prepare financial statement reviews and income tax returns for clients of Hudson Management Company and acquiring all of the relevant documentation is critical for us to complete our work in a timely manner. Sylvia not only pre-empts our requests for information, but she responds quickly to follow-up requests. We truly enjoy our working relationship with her and her professionalism.

Janice Mcphail

Apr 16, 2022 Report

After 2 years of Hudson Management representing our HOA, and 2 Different Association Managers, I have to admit when Jacqueline Vassallo first came on, i was leery. She was SO Transparent at our HOA Meeting tho, I thought why not ask her to Follow Up on an existing issue, that had been PENDING for way to long. She immediately responded, letting me know she'd look into it. We all know "what that means", from prior Management interactions.

Within 24 hours, the ISSUE was resolved. What I admire most about Jacqueline, is her earnest vow to CONSISTENTLY Handle all that's thrown her way, as quickly as possible! We are of no relation, tho she treats me as a Beloved Mother.