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.
Company Details
- Employees
- 8
- Founded
- 2015
- Address
- Fifteen Rosehill, Montgomery Way,rosehill,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- doddwealthcare.co.uk
- Keywords
- Investment Advice, Pensions, Retirement, Income Protection, Life Assurance, Critial Illness, Estate Inheritance Tax Planning.
- HQ
- CARLISLE
Dodd Wealthcare Questions
Dodd Wealthcare's website is doddwealthcare.co.uk
Dodd Wealthcare's LinkedIn profile is https://uk.linkedin.com/company/doddwealthcare
Dodd Wealthcare has
8 employees.
View email and phone details for 8
employees at Dodd Wealthcare.
Dodd Wealthcare's industry is
Financial Services
Dodd Wealthcare's top competitors are
Business Crack,
Cullen Wealth,
Spark Somerset,
Benson Accountants,
Dodd & Co Chartered Accountants,
Business And Operations Management Network,
Ntw Solutions Limited,
The Farmer Network,
Eden District Council,
Eden House Financial Services.
Dodd Wealthcare's categories are Financial Services
Dodd Wealthcare's founding year is 2015
