Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Contact us
Please contact us to find out how we can help you achieve your financial objectives.
Sustainability and Ethical Investment
Among today’s socially conscious consumers, ethical and sustainable investment is piquing interest. If you’re interested in ensuring your investments help, rather than harm, the planet, talk to us.
You may think that ethical investment won’t deliver the returns you’re after, but recent research suggests that environmentally sustainable funds can satisfy both your ethical beliefs and your financial return expectations Get in touch for more information.
Testimonials
‘Paul Dodd was recommended by a valued friend a couple of years ago or so ago. Prior to this we tried to manage our own financial affairs.
Through one most severe economic period for decades it would appear that he has managed to protect our funds from the worst of the downtown.
We feel that we could not have achieved a similar outcome on our own.
Client support is impressive. Any attempt to contact Paul for help and advice by e-mail, text etc. has been answered by return or within a few hours.
Mary and I look forward with confidence to an improvement in our financial situation over the next few years.’
Mr JR of York
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.
We would have no hesitation in recommending Paul Dodd to anyone who would like honest and jargon free advice on managing their pension portfolio.
Mr & Mrs AL of Wetherby
My wife and I have used the services of Paul Dodd over many years; he has always impressed us with the attention he has given to our wishes and aims for our financial future before using his expertise to plan forward for when we reached retirement age. Both of us now having been retired for over a decade, his finger on the pulse approach to our investments and depth of knowledge has made our financial position less stressful through the volatile market situations of the last few years, which prompts us to say that using Paul Dodd was definitely our best investment. Our initial plan was for the future and here we are financially comfortable through his guidance.
Mr & Mrs DM of Humberside
Want to know more?
To find out more or to arrange a meeting with us, please call
01132 300449, or email paul@pauldodd.co.uk