PENSION REVIEW

Are you concerned about how your pensions are performing?

Maybe you are unsure what pensions you have

Are you concerned about the level of investment risk

Are you worried about how much income you will have when you retire

Contact us today for a Pension Review of your pensions

 

INVESTMENT ADVICE

Is your investment portfolio working for you?

Maybe you are concerned about the investment performance

Maybe you are unsure how much risk you are taking

If your long-term plans have changed, you may need a review of your investments

Contact us today for a full Investment Review

 

AT RETIREMENT PLANNING

Is the thought of retirement worrying you?

Maybe you are not sure how much income your pensions will give you

Maybe your are unsure how to start taking income from your pensions

Are you worried that your income will not be enough to live on

Contact us today for an At Retirement Review

 

INHERITANCE TAX REVIEW

Are you concerned about Inheritance Tax?

Are you worried that your assets will have to be sold to pay the tax

Maybe you are unsure what you can do to reduce the tax liability

Would you like as much of your estate to pass onto your children as possible

Contact us today for an Inheritance Tax Review

 

Are you concerned about achieving your financial goals?

Pension Performance Review

From our experience as financial advisers there are three major reasons why many pension plans underperform or at least disappoint investors

Learn more

Wealth Management

When it comes to looking after the wealth and investments you have accumulated, making the right decisions can be a challenge.

Learn more

Inheritance Tax Planning

Inheritance Tax is said to be the only remaining voluntary tax in the UK. With the right expertise inheritance tax can be reduced or removed altogether.

Learn more

Maybe you are concerned about how you are going retire with enough money to live on

And maybe you are worried that the investments you have are not working properly for you

The focus of good financial advice is about you
The goals you have
When you want to achieve them by
And how are you going to get there
As Financial Advisers, we will help you achieve financial freedom and the future you desire for you and your family
Imagine how you would feel if you achieve Financial Freedom
How would you feel if you had a plan in place for a worry and stress free retirement
And how great would it be if your investments were the right ones for you

Book a consultation with us today to discuss how we can help you on your road to financial freedom.

Being a client of Martin Dodd has made all the difference to our pensions. We now have a very clear understanding of how our pension funds are performing through regular quarterly reviews. I am more confident that with Martin’s help we will build up substantial pension funds for retirement.

Chris Cox

I chose Martin over a number of other IFA’s I had been introduced to. To date I have received solid, consistent and certainly independent advice. Martin has performed over and above my expectations, taking on situations outside the scope of my initial investments with him.

Tim Holiday

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Recent Blog Posts

The only 3 ways to consume financial advice that you need to know about

It’s pretty difficult to get by in life without having to make financial decisions about what you should do for right now in the moment, the medium term and for the long term. In fact, you just have to make decisions any way you look at it. So, as a financial adviser with over thirty years in the profession, how people access financial advice is of great interest to me and the implications of taking advice.

Do you know what your partners financial position is?

After more than a few decades of advising my clients regarding their financial affairs, it always amazes me how little many couples know about their significant other’s financial position. The reasons are many, ranging from, “we never talk about that sort of stuff” to “my partner went through an expensive divorce, so they just don’t want to talk about it”.

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On the 1st day of Christmas: Kick back and relax with family and friends. It’s a good time to reflect on the good things that have happened in the last 12 months. It’s easy to forget what you have achieved as you prepare for the year ahead.

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Inheritance Tax. Variously called the “voluntary tax” and much derided by many. I often hear ordinary people say, “I’ve paid tax all my life, why should I pay it again?”

Annuities are dead! Long live annuities

Reports of the demise of annuities (a guaranteed income for life in retirement have been greatly exaggerated). And here’s 9 reasons why they are here today and will be here for a long time to come.

Are you claiming the full tax relief on your pension contributions?

Almost 20% of the 7.9m personal pension savers in the UK are not claiming the full amount of tax relief which they are entitled to, according to one of the large financial advice networks in the UK. That’s a lot of money being left on the table. And HMRC are certainly not going to tell that you could be claiming it back.

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