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

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.

Nathan DW
Nathan Glaister

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 are Chartered Financial Planners Nathan Glaister and Ainslie Cowie, who have over 50 years’ experience in this sector between them.

In our Penrith office is Phil Jackson, who is also a Chartered Financial Planner with nearly 20 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.

 

Ainslie DW
Ainslie Cowie

 

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.

 

 

 

Phil DW
Phil Jackson

‘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.

 

Dodd Wealthcare Team

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

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Merry Christmas & Happy New Year

Dec 7th 2021

The Partners and staff of Dodd & Co and Dodd Wealthcare would like to wish you a very Merry Christmas and Happy New Year! Our offices will be closed from 12.30pm on Friday 24 December,

Celebrating #PensionAwarenessDay It's important to prepare for what's "over the hill" & financial planning is not… twitter.com/i/web/status/1…

We read in the @FinancialTimes over the weekend that nearly 10m British pension savers risk running out of money in… twitter.com/i/web/status/1…