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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.

Wealthcare logo

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 Network Direct Limited which is authorised and regulated by the Financial Conduct Authority.
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May 25

No events today
I find everyone we deal with to be very approachable, friendly, helpful, honest, reliable, professional and knowledgeable.  I suppose the best thing is they are really easy to deal with and talk to, not stuffy and you don't feel like an idiot, they talk my language.
-- Paula Teasdale