- Chartered Accountant
- Healthcare & Veterinary Specialist
- Diploma in Regulated Financial Planning
- Dodd Wealthcare Director
Heidi works closely with a range of healthcare businesses including dentists, GPs, vets and pharmacists to assist with all areas of financial management. Heidi has over 300 healthcare clients so has a wealth of experience in this technically specialist area. Being a member of the Personal Financial Society Heidi takes a particular interest in assisting her clients with succession planning.
As a native Cumbrian, Heidi also deals with general businesses and uses her knowledge and experience to provide current and accurate advice with a common sense approach.
Heidi is also secretary of NASDAL (National Association of Specialist Dental Accountants & Lawyers) and a member of ASPD (Association of Specialist Providers to Dentists.)
As a naturally competitive person, Heidi loves a challenge, whether it’s a half marathon or a quiz with friends – she’s in for the win!