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

We Understand

We all have ambitions, goals and dreams for the future in our personal and business lives and of course, our families.

Your Money

Your Money

We all move through a series of changes on the journey from cradle to grave. Buying your first home, starting a family, building a nest egg, planning to retire and passing your hard earned wealth onto your loved ones as tax efficiently as possible.

When it comes to making decisions you simply can’t leave it to chance.

All of these ambitions have financial implications and are so important; you simply can’t leave it to chance.

 

Carefully made plans mean that ambitions can become reality and the sooner you make a start, the greater the chance of realising the dreams and aspirations of you and your family – and that’s where Dodd Wealthcare comes in.

Investment Advice

Investment Advice

Pensions & Retirement

Pensions & Retirement

Life Assurance

Life Assurance

Income Protection

Income Protection

Income & Illness Protection

Critical Illness

Estate & Inheritance Tax Planning

Estate & Inheritance Tax Planning

‘I’m not a client of Dodd and Co – can I still become a client of Dodd Wealthcare?’ Of course you can!

Stay Informed

Latest News & Tweets

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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

Very productive team meeting the other day with LOTS of exciting things to come in 2020! What a perfect opportunity… twitter.com/i/web/status/1…

Charity cash management - Trustee responsibilities start with consideration to trust objectives in line with benefi… twitter.com/i/web/status/1…