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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.
<Aug 2020>
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Aug 15

No events today
I have known Alison Johnston for a number of years and have found her advice to be totally ‘spot on’, as is that of the rest of the ‘Dodds Team’. She is so much more than an ‘accountant’ – giving valuable advice on business planning, critiquing ideas and plans and offering the benefit of her experience. She has recently introduced us to ‘Kashflow’ – a tool which allows us to manage our own finances, from issuing invoices to calculating our VAT – invaluable! We are now working with her colleague Rob Bainbridge who has just completed our first set of accounts in our new business and who has been very patient with us and our many questions!! We look forward to a long and fruitful relationship with Dodd Accountants going forward.
-- Martin Hughes & Barbara Craig, The Driven Employee Limited