Financial Planning is about working together. With a seemingly ever changing financial landscape, having a trusted adviser by your side – someone who is not tied to one particular company or product – is crucial.
Using our know-how, we’ll work with you to develop a plan to help you achieve your goals and dreams but it doesn’t stop there. We want to forge long standing relationships with our clients and make sure we review your plan every step of the way to ensure we keep on track. Life changes and we know that so regularly reviewing your situation helps us to adapt your plan to your individual circumstances and needs.
We don’t work to templates or flowcharts and we understand not one size fits all. It’s about working together and discovering what works for you.
Dodd Wealthcare benefits from a close connection with respected Chartered Accountants Dodd & Co but operates fully independently.
You don’t need to be a client of Dodd & Co to engage our services; our client base is large and varied. Accountancy and financial advice sit hand in hand and the connection ensures we offer all-encompassing advice, meaning as well as it being completely independent it also ensures it’s as tax efficient as possible too.
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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CARLISLE
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Type
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Public Company
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Founded
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2015
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Specialties
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Investment Advice, Pensions, Retirement, Income Protection, Life Assurance, Critial Illness, and Estate Inheritance Tax Planning
