Since founding in 1992 we have developed specialities in the services we offer including researching, advising on, and implementing investments and pension plans. We offer a review service for existing investments, Individual Savings Accounts (Isa’s) and pension plans to make sure they are appropriate.
We strive to build strong relationships with our clients to help meet investment needs over the long term. Clients’ investments are under continuous review to ensure the enduring suitability of them.
We subscribe to the nine-point charter of the Financial Vulnerability Taskforce which is designed to protect clients that find themselves in financially vulnerable situations. The Charter can be viewed at www.fvtaskforce.com
Our service is personal and adaptable, so advice is individually tailored to each client.
At the heart of Paul Dodd Asset Management Limited is our consideration of the needs and security of our clients in everything we do, whether it is the advice we give, the products and services we arrange, or how we deal with ongoing service. This is represented in our “being Paul Dodd Asset Management” values.
Whether your need is advice on making a new investment or on your pension arrangements, Investment Bonds, Individual Savings Accounts (Isa’s) or any other aspect of your investment and retirement planning then our rigorous research of the whole market and risk profiling methods we use will help you. Our advice and research take account of all products available market wide.
We are proud that many of our founding clients are still with us today.
Paul Dodd
Prior to becoming an Independent Financial Adviser in 1992 Paul served at Director level with two major Life Assurance, Pensions and Investment providers having national and main board responsibilities. This followed considerable experience in the regional distribution of investment and pension products.
When forming his own practice the vision was to remain small and manageable, principally to retain the ability of working closely with clients over the long-term. He recognised that clients want consistency of their adviser and not the constant moveable feast offered by large firms and banks. This vision continues today with Paul and Andrew Marchington advising clients supported by Personal Assistant, Gemma Alp.
Andrew (Andy) Marchington
Andy Marchington is a highly qualified and professional financial adviser with over 30 years experience working in the financial services sector
He joined the practise in April 2019 bringing with him a very considerable number of his existing clients which demonstrates the value they place on their relationship with Andy.
Prior to joining Paul Dodd Asset Management Limited Andy was an independent adviser with other regulated firms for 13 years including a spell between 2004 and 2006 working with Paul Dodd in his first role as an adviser to clients. Prior to this Andy was account manager with Standard Life and earlier, Aegon Scottish Equitable where he developed his knowledge of pension and investment matters pertaining to individual financial planning.
He valued the grounding and guidance he received in his first spell working with Paul Dodd and jumped at the opportunity of re-joining when it came.
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