Henry F Dodds Wealth Management Ltd specialises in providing financial planning solutions to both business and personal clients. Highly qualified advisers provide Independent Advice on areas such as Pensions, Investments, Life Assurance and Estate Planning.
We aim to establish a long term relationship with our clients through knowledge and understanding and value the trust our clients place in us and take it as a huge compliment and responsibility. We treat clients as we would wish to be treated ourselves, with honesty and professionalism and to make the seemingly complex, understandable to our clients.
What our clients ask for and we deliver:
• A clear plan to help them achieve their financial objectives
• Time for themselves rather than worrying about finances
• Ongoing review to keep their plans on track
• Security for their family
• Maximum effectiveness of their income and capital
• Value for money
Above all our clients want to feel ‘in control’ and have ‘peace of mind’.
Our role is to try and make the seemingly complicated, understandable; to cut through the complex tax and legislation, and to focus on our clients, their goals and objectives
3 St James Street, Newcastle, NE1 4NF
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