What our clients say
Paul Dodd came highly recommended to my husband and I to manage our pension portfolio. For over 10 years he has updated and managed our substantial fund.
Regular meetings keep us informed of the current financial markets and he has made himself available to answer our questions at any time.
We can say without doubt that with his help and guidance our pension fund is in a far superior state.
I would have no hesitation in recommending Paul Dodd to anyone who would like honest and jargon free advice on managing their pension portfolio.
Paul Dodd & Company has been responsible for my pension fund since I transferred it to their care early in 2010. Having been used to only hearing how my fund was doing once each year when the annual statement was produced it has been refreshing to experience the amount of communication which Paul Dodd has with his clients.
I regularly receive investment performance information and commentary on how the investment markets are being viewed. I also receive a regular review of the types of funds in which I am invested with recommendations for change when market conditions dictate. This I find is most unusual amongst IFA’s and it is comforting to know that when I am busy running my business, Paul Dodd & Company is busy monitoring my pension fund.
I have also invested in a Stocks & Shares Isa through the firm and I receive exactly the same high level of service with this investment.
I sometimes have conversations with others about such matters and I cannot understand how they can be content with just an annual review (at best) of their affairs. They are truly surprised when I tell them of the level of service that I receive and the time that is spent on my behalf trying to ensure that I am best-placed for all market conditions.
Paul Dodd views pension funds simply as a form of investment. In my humble opinion, any pension or other type of investor who wants a service that constantly monitors clients’ funds and makes proactive recommendations for change when appropriate should talk to Paul Dodd & Company.
Paul Dodd has been looking after our personal finances, investments, life assurance and pensions for more years than I care to think about. We have always found him to be extremely personable, professional and knowledgeable. He takes the time and trouble to keep a careful and regular eye on our investments and is very proactive in assessing and implementing relevant changes whilst always running such changes past us and explaining the pros and cons of each different option. He takes a much more proactive stance than any accountant ever has done and always gives “best advice”. I would have no hesitation in recommending Paul’s services.
Our aim is to build long relationships with our clients by delivering a consistent and accessible service. Many of our clients have been with us for up to twenty years, we think, because of that consistency and attention to detail.
We make sure that your money is working well for you whether it is your investments or your pension plans.