Our IFA firm, Dodd Wealthcare, doubles its expertise!

After only 12 months of opening its doors, our financial services firm, Dodd Wealthcare, announces the appointment of its second financial adviser to the team. Phil Jackson will head up the Penrith office’s operations with effect from the end of October.

phil-jackson-2990“We’re expanding our own portfolio to help our clients do the same” comments Carlisle based adviser Nathan Glaister, who helped set up Dodd Wealthcare in the late summer of 2015.

“We are delighted to be in a position to expand the team so quickly” adds Nathan, who puts Dodd Wealthcare’s success down to working closely with clients who need a fully integrated approach to their business and financial affairs. “Our expansion is testament to the levels of service that we offer and we are delighted that Phil is coming on board so that consistency can be rolled out to more potential customers”.

Phil Jackson, who has worked as an adviser in the financial service sector for almost 16 years comments “It is becoming increasingly difficult for clients in business to separate their personal and business finances. This means that, in a firm like Dodds, we can offer one holistic solution under one roof. I am hugely excited to be given the opportunity to develop clients’ services in our Penrith office”.

The team at Dodd Wealthcare offers its clients a full range of financial services on investments, pensions and lifestyle planning, and prides itself on working on a “something for everyone” approach.

“People often think financial planning is just for people approaching the end of their working lives, where nothing could be further from the truth” says Phil. “We can offer a host of opportunities to people at the start of their careers and give them options that will grow with them and adapt to their needs”. He adds “Working within a firm of chartered accountants gives us a unique insight into the needs of our clients from both the taxation and financial services side. The range of options available for everyone is huge; anything from protecting your day to day income to inheritance tax planning is possible”.

Both Nathan and Phil are at pains to point out that services of Dodd Wealthcare are open to everyone, and not just clients of Dodd & Co Accountants. “We’ve been able to offer help and advice to a wide selection of people” comments Nathan. “And having Phil on board just ensures that we can continue to do the same for a wider audience”.

dodd-wealthcare-team

You can contact Nathan at the Carlisle office on 01228 530913 and Phil at the Penrith office on 01768 864466.  Click here to visit the Dodd Wealthcare site

Dodd Wealthcare Limited is an appointed representative of Investacc Limited which is authorised and Regulated by the Financial Conduct Authority.

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