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 Ainslie Cowie, having spent the past 24 years as a financial adviser. In our Penrith office is Phil Jackson, with 17 years of experience in the sector. All three are well used to working with a whole range of different clients offering tailored services to properly meet each individual client’s needs.
tailored services to properly meet each individual client’s needs
Working as independent financial advisers alongside an established accountancy practice has always been the ideal situation for our advisers. That, together with not being tied to the products of only one company leads them both to passionately believe that the best advice can only be truly independent advice, which is exactly what is on offer.
‘Independent financial and tax advice fit hand in glove and the proposition we have here at Dodd Wealthcare serves our clients and their families well. Putting it simply – it’s totally joined up thinking. It’s about you and your loved ones being able to have the lifestyle you want.’
Nathan, Ainslie and Phil love working with clients to ensure that they meet their financial planning objectives no matter what life throws at them. It’s not all about having a whole host of pensions, investments and life assurance and so on, it’s about you and your loved ones being able to have the lifestyle you want both now and in the future – no matter how life pans out.