Dodd Wealthcare Ltd

Independent Financial Adviser Dodd Wealthcare, Fifteen, Montgomery Way, Rosehill Industrial Estate, Carlisle, Cumbria, CA1 2RW
FCA verified
15th October 2018
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Nathan Glaister
adviser-person
Phil Jackson
Independent Financial Adviser
Where to find us

Dodd Wealthcare, Fifteen, Montgomery Way, Rosehill Industrial Estate, Carlisle, Cumbria, CA1 2RW

About us

Dodd Wealthcare are fully independent and impartial financial advisers with a wealth of experience. Financial planning is about working together. With a seemingly ever changing financial landscape, having a trusted adviser (who is not tied in to one particular company or product) by your side is crucial. At Dodd Wealthcare we aim to understand you and your goals. Using our Know How, we will work with you to develop a tailor made plan to help you achieve those goals, as 'one size' doesn't fit all, we're all different. We know that life can change. Marriage, children, elderly parents, retirement, ill health, the loss of a loved one. That's why our planning approach and review service builds in flexibility, to be able to cope with any life change encountered. Each client is different and each investment product is different. At Dodd Wealthcare we understand this. You will not be "shoe horned" into a particular product or category - any plans we create for you will be tailor made with your individual needs at the heart of any recommendations.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Compliance

Dodd Wealthcare Limited is an appointed representative of InvestAcc Limited which is authorised and regulated by the Financial Conduct Authority.

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