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

Your Accountants

Jeanette Brown

With more than 30 years experience in helping to develop a successful accountancy firm in her own right, Jeanette has seen many businesses come and go, and has a vast range of experience in helping businesses grow and develop.

Jeanette Brown
Jeanette Brown

Since the launch of Dodd Wealthcare, Jeanette has more recently become involved in helping mature businesses and individuals think about their exit and succession strategies.

‘The business of Dodd & Co Chartered Accountants contains a 30 year age and experience profile in its management team –and many businesses can fall at the last hurdle in the belief that they can go on forever. We have never allowed ourselves to think in this way – and our clients can truly benefit from the transfer of our knowledge and know how to their own circumstances.’

Martin Ward

Martin Ward is Dodd & Co’s corporate services partner and has worked in the sector since 1981

Over the years Martin has helped countless businesses through their exit process. Clients are able to draw on Martin’s wealth of experience on everything from developing a credible exit plan, including both personal and business tax considerations, to reaching the best possible financial solution to seal the deal.

Martin Ward
Martin Ward

“Selling a business doesn’t happen overnight. For most people, their business will be their most valuable asset, and in order to maximise that potential value, you need a detailed, structured plan covering every aspect of your organisation – and that takes time. You need to start thinking about the process at least 2 to 3 years before your planned exit date and by using the combined “know how” of Dodd and Co and Dodd Wealthcare throughout the process, I firmly believe we can help harness that potential for any type of business”.

Heidi Marshall

Heidi Marshall is one of Dodd & Co’s healthcare partners whose knowledge and experience covers more than 1,000 clients in the sector.

Heidi has been at the forefront of dental financial and taxation issues for the past 10 years and she is widely recognised on a national basis as one of the industry leaders in this sector. She regularly advises dentists from all over the UK on mergers, acquisitions and takeovers.

Heidi Marshall
Heidi Marshall

“Working in this sector has taught me that nowadays, it is impossible to separate accountancy and taxation from financial services if we are going to offer effective outcomes for our clients.

I’ve also realised that you don’t need to be at the end of your working life to need the input of an IFA – the earlier you consult on your financial affairs, the better. I am therefore delighted to be involved in the creation of Dodd Wealthcare to ensure that our clients have access to the best possible all-round financial solutions”.

Our clients can truly benefit from the transfer of our knowledge and know how

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

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Latest News & Tweets


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……

Robert got his angel selfie!🤳👼Have you got yours yet? Don't forget to tag @doddwealthcare and @discoverpenrith to……