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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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Oct 14

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We have been clients of Dodd & Co from when we established our first business in 1983. Throughout our years of working together, as our businesses have evolved we have found their advice to be sound, practical and relevant. This has enabled us to feel confident and secure in the knowledge that we are being looked after in a professional manner in all our financial planning. Being true professionals, they always respond in a prompt and courteous manner to any enquiries regarding the working details of our businesses. Their dedicated staff are always available to assist with any queries which may arise in a working day. We have always been more than satisfied with the guidance we have received from Dodd & Co and would have no hesitation in recommending their services to anyone requiring financial guidance.
-- Malcolm, Dorothy & Andrew Laverick.