Dodd & Co Wealthcare: Know How, Whatever The Financial Landscape

Company Information

About Dodd Wealthcare

Dodd Wealthcare Limited

Dodd Wealthcare Limited is an appointed representative of Network Direct Limited company number 06909716 which is authorised and Regulated by the Financial Conduct Authority. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Dodd Wealthcare Limited is a company registered in England & Wales.

Company number: 09414352

Registered office: FIFTEEN Rosehill, Montgomery Way, Rosehill Estate, CARLISLE CA1 2RW

A list of all directors of the firm is available at the registered office.

Data protection registration

Dodd Wealthcare: ZA121739

Insurance Details

Professional liability insurance

In accordance with the disclosure requirements of the Services Regulations, our professional indemnity insurers are PI Protect Ltd. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

Employers’ liability insurance

Our employers’ liability insurer is: Aviva Insurance Ltd, Pitheavlis, Perth, PH2 0NH.

Dodd Wealthcare are fully independent and impartial advisers with a wealth of experience.

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Latest News & Tweets

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Charity cash management

Dec 18th 2019

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

Dw angel news

Our Christmas Angel

Dec 4th 2019

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…