Financial advisers in Carlisle, offering independent high quality advice on how to invest your money and how to protect it.
Sarah Jackson – Planning Assistant
Phil Jackson – Independent Financial Adviser
Nathan Glaister – Director & Independent Financial Adviser
Tracey Thompson – Planning Assistant
Heidi Marshall – Director
Chloe Lawson – Planning Assistant
Maxine Watters – Wealthcare Support Department Manager
Jeanette Brown – Director
Stephanie Farish – Planning Assistant
Ainslie Cowie – Independent Financial Adviser
Rebecca Irving – Planning Assistant
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
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… twitter.com/i/web/status/1…
Robert got his angel selfie!🤳👼Have you got yours yet? Don't forget to tag @doddwealthcare and @discoverpenrith to… twitter.com/i/web/status/1…
