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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Jun 18

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We are a relatively new, and potentially high growth, start up business. Alison Johnston has provided help over the last 6 months regarding access to funding, financial recording and general support without being intrusive. She has been a good sounding board which was much needed in the early days of the business. Without the support and knowledge base provided by Alison we would in no way have been able to source private angel funding to build a technology business in one of the most rural parts of the country. Her attitude, acumen and all round manner make her an asset to any business seeking help, advice and guidance in this tough climate. I strongly recommend any business using the services that she provides and have recommended her to my network of associates on a number of occasions.
-- Lyall Timmons, Timovate