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

Investment Advice

Investments Advice

Adaptable Thinking…

Whether you are a cautious investor or an adventurous one the most important thing is that we understand where you are on the risk scale and what your goals and objectives are.

Here to find the right solution for you.

Don’t be put off from seeking financial advice thinking you are too cautious and only want to take very low risk options – it doesn’t matter what objectives you have we will be there to find the right solution for you.

We will then work together to match your risk and objectives to a suitable portfolio ensuring it is not only as tax efficient as possible but also adaptable enough to allow us to review it regularly and make any changes when necessary.

We are aware that the economy, investment markets and people’s lives can change and we need to make sure that your financial plans can adapt and change accordingly.

For impartial advice on your investment options, Contact Us Today.

The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance. You may get back less than you invested as investment returns are not guaranteed.

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

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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…