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

We are independent

Dodd Wealthcare is a firm of independent financial advisers offering high quality advice on how to invest your money and how to protect it.

About Dodd Wealthcare

Financial Planning is about working together. With a seemingly ever changing financial landscape, having a trusted adviser by your side – someone who is not tied to one particular company or product – is crucial.

Understanding you and your goals

Using our know-how, we’ll work with you to develop a plan to help you achieve your goals and dreams but it doesn’t stop there. We want to forge long standing relationships with our clients and make sure we review your plan every step of the way to ensure we keep on track. Life changes and we know that so regularly reviewing your situation helps us to adapt your plan to your individual circumstances and needs.

We don’t work to templates or flowcharts and we understand not one size fits all. It’s about working together and discovering what works for you.

A Close Connection

Dodd Wealthcare benefits from a close connection with respected Chartered Accountants Dodd & Co but operates fully independently. You don’t need to be a client of Dodd & Co to engage our services; our client base is large and varied. Accountancy and financial advice sit hand in hand and the connection ensures we offer all-encompassing advice, meaning as well as it being completely independent it also ensures it’s as tax efficient as possible too.

Your Advisers

Three Advisers : One Solution to your Needs

Dodd Wealthcare offers the combined knowledge of three highly-experienced financial advisers to meet the needs of our clients. Whether you come to our Carlisle office, or choose Penrith, you can be assured that you will receive a consistency of service to the highest level in order to meet your financial goals.

Based in Carlisle is Nathan Glaister, who has over 20 years’ experience as a financial adviser and also Ainslie Cowie with 18 years experience. In our Penrith office is Phil Jackson, with almost 16 years of experience in the sector.

Find out more

Phil, Ainslie and Nathan

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

Stay Informed

Latest News & Tweets

DW adventure mug pic

New Year, New Goals…

Jan 9th 2019

But Do the Numbers Stack Up? For many people, the Christmas and New Year festivities offer a welcome few days off from the daily grind making it the ideal time for people to sit back,

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Budget 2018 – What will it mean for you?

Oct 30th 2018

Dodd Wealthcare Limited, like many financial advisers and their clients, eagerly anticipated this Budget. The usual pre-Budget rumour mill was swirling with predictions of cuts to pensions Annual Allowance, a new flat rate of tax

Did you catch @philjjackson comments in the latest edition of NMA mag this month bit.ly/2HzYKCF