Financial Services

Dodd Wealthcare are fully independent and impartial financial advisers with a wealth of experience. 

Financial planning is about working together and, with a seemingly ever changing financial landscape, having a trusted adviser by your side is crucial.

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Dodd Wealthcare provide a wide range of services including:

  • Investment advice
  • Retirement planning
  • Options at retirement
  • Life assurance
  • Health protection
  • Long term care planning
  • Estate and inheritance tax planning
  • Auto enrolment and workplace pensions
  • Employee benefits
  • Key person protection
  • Director and partnership protection

For further information please see website here or contact Nathan Glaister at the Carlisle office on 01228 530913/email nathan@doddwealthcare.co.uk or Phil Jackson at the Penrith Office on 01768 864466/email Phil@doddwealthcare.co.uk

Dodd Wealthcare Limited is an appointed representative of InvestAcc Limited which is authorised and regulated by the Financial Conduct Authority.
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Aug 22

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We changed from our old accountants to Dodd & Co last year and not only did you offer the accountancy service for a cheaper fee than our previous accountants, but you have proved to be more pro-active in giving advice. We were recommended that we change the way we account for VAT and although this is not a huge saving per year, it is better in our pockets than the VAT man's. The main saving to ourselves is the time taken to complete the VAT returns. It was also suggested that we consider becoming a Limited Company rather than a Limited Liability Partnership and we are going to do this at the end of our financial year. This will save us more money, as it will reduce our yearly tax bills. We would recommend using Dodd & Co to any of our clients (or yourselves) and plan to do so in the future.
-- A L Robinson, Johnstons