Your Wealthcare
Where are you in your life path?
With Dodd Wealthcare, we can help you realise your dreams and ambitions at every stage of your life path.
Life Well Planned
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‘I’m not a client of Dodd and Co – can I still become a client of Dodd Wealthcare?’ Of course you can!
Single
When you’re young and single with a regular income, probably the last thing on your mind is life assurance or pension advice.
But if you depend on your salary to pay your household bills, rent or mortgage now is a good time to consider how you would cope if you had an accident or were too ill to work. Dodd Wealthcare has the answers.
Couples
If you’re a couple and both working with no kids to worry about, you probably feel financially secure and are living life to the full. However, if you’re sharing the costs of a mortgage, the repayments could be a real burden if either of you couldn’t work because of an accident or illness.
At Dodd Wealthcare we know it’s often hard for couples to put something aside for life’s emergencies but having the right protection could be invaluable.
Family
Let’s face it, family life is hectic. The financial burdens of running a home, taking care of children and coping with the pressures of work can all seem overwhelming at times. If you were to die suddenly or became too ill to work the consequences for your family can be devastating.
Don’t worry, Dodd Wealthcare know what to do.
Retirement
Whatever your long term goals in retirement, planning ahead will help ensure you stay on track to a financially secure future.
As independent financial advisers Dodd Wealthcare can review your pension options, explain the new flexibilities available and help you make the most of your savings and investments.
Stay Informed
Latest News & Tweets
Charity cash management
The Trustees’ responsibilities start with consideration to what the trust objectives are in line with the beneficiaries needs, therefore identifying a suitable investment strategy and solution. The easy option may be leaving monies in bank
Our Christmas Angel
Dodd Wealthcare are delighted to be sponsoring an 11ft angel which was revealed at Penrith Sparkle on Saturday 30th November. Ghyllmount Dental Practice and the Leo Group are also sponsoring their own angels too. The
Charity cash management - Trustee responsibilities start with consideration to trust objectives in line with benefi… twitter.com/i/web/status/1…
Robert got his angel selfie!🤳👼Have you got yours yet? Don't forget to tag @doddwealthcare and @discoverpenrith to… twitter.com/i/web/status/1…