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 16

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Since starting to use QuickBooks only a few months ago we are noticing a big difference in the running of our business. Paying suppliers is much quicker and it is very clear exactly what is outstanding at any moment in time. Emma, Kristina and the team at Dodd & Co were very supportive through our transition from paper books. The training was thorough and the many questions we've had are answered very quickly. I highly recommend QuickBooks and the team at Dodd & Co who have made the process very easy.
-- Suzie Dinsdale