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

Can you help us attract and win more clients like you?

The world is changing and changing rapidly? Yes or no? I think we’d all agree, it really is changing. How we connect with each other is also changing really fast. Just look how Facebook, LinkedIn, Twitter and Instagram have changed the world in less than 10 years. Social media has undoubtedly changed the world and how businesses is communicating with their clients and potential clients. One of the benefits that social media is that we can not only reach out to more people, but we can also continue to connect with our clients with useful information.

So, when should you call your financial adviser?

The quick answer is probably not often enough from my experience. A good financial adviser always wants to keep up with any changes in your life. I like to think that your adviser is your ‘financial thinker’. Someone who has the knowledge and experience when it comes to financial matters that can guide you in changing times.

What’s the point in holding cash anymore?

What a silly question to ask, but many people are thinking it more and more. I get asked the question about where to hold cash savings just about every week from my clients and the comments I get range from, “Martin, we’ve got to do better” to “I can remember when interest rates were 12%, how come we can’t get those rates anymore?”

How to use Trusts to keeps your teenage children and ADULT ones from blowing their inheritance.

I’m not suggesting for a moment that you have wayward children, but let’s imagine for a moment you know someone that does. Everyone that has some degree of wealth and challenging children would do something about it, if they could, wouldn’t you agree?

Well let me tell you a story that may help alleviate at least part of the problem and concerns.

Imagine a family, has two teenage children: a boy and a girl! The prefect family.

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