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

Your Accountants

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 completed her Diploma in Regulated Financial Planning and being a member of the Personal Financial Society Heidi takes a particular interest in assisting her clients with succession planning. She 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 DW
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”.

 

Andrew Sims

Andrew joined the firm in 2006 after finishing his Agriculture degree at Newcastle University. After passing his chartered exams in 2009 he moved into the firm’s farming department where his experience working on farms has helped him to provide clients with sound advice. Andrew became partner in 2016.

Andrew DW
Andrew Sims

Andrew specialises in the farming industry and looks after a wide range of family farms and farming companies advising on accounts, VAT, tax and general business queries. He devises and implements structures to maximise tax benefits as well as developing strategies for growth.

In addition to this Andrew also specialises in the renewables sector and advises clients on a wide range of projects, including wind turbines and anaerobic digester plants, advising on business planning, obtaining finance and minimising tax.

Simon Kirkbride

Simon is one of Dodd & Co’s tax partners who specialises in both personal and corporation tax.

Simon DW
Simon Kirkbride

Simon deals with the complex tax affairs for many of our corporate clients, ensuring their business structure is as tax efficient as possible.  He advises on the most efficient methods of profit extraction for family businesses to ensure overall tax liabilities are kept to a minimum.  He also acts for many professional partnerships, particularly those in the medical and dental profession and has a keen understanding of any associated capital tax issues.

 Jonathan Ridley

Untitled design (7)Jonathan has been part of the team at Dodd & Co for over 15 years, after joining straight from school!

Specialising in personal tax and trusts and estates, he qualified as a Chartered Tax Adviser in 2011 and qualified as a Trust and Estate Practitioner (TEP) in 2013.

When he’s not advising clients on their tax affairs, you’ll find Jonathan playing cricket, spectating at the football, or making golf look extremely difficult over the weekends.

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

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,

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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…