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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 InvestAcc Limited which is authorised and regulated by the Financial Conduct Authority.
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Feb 23

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Dodd & Co has been employed as our business accountants for over thirty years. They have always offered an exceptional personal service, which has made a real difference to our business and provided invaluable support.   I would describe them as efficient, highly professional and pro active in coming forward with advice and ideas. Over the years they have developed a great understanding of our business and I would highly recommend their services.
-- John Cannon, Cannon Hire Haulage