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

 

WEALTH MANAGEMENT

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

Or 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
Our aim is to deliver Financial Advice, that we will help you achieve your financial goals 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

 

Getting the right Financial Advice is more important than ever

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

Get In Touch

Recent Blog Posts

4 things you didn’t know about life insurance

Life insurance – will they pay out?

Will the insurance company actually paying out on your claim? It’s a question that a lot of people at the very least think about when looking at life insurance. Unfortunately, quite a high number of people think that life insurance companies don’t pay out more often than they do.

A recent survey by Drewberry Insurance reveals that most people’s estimates are miles off the mark. So, what are the facts?

Could you fall victim to an Investment Fraud?

Investment Fraud – A financial advisers tips to avoid becoming a victim

Investment fraud seems to keep increasing all the time and potentially cost unsuspecting victims huge amounts of money every year, running into multi millions of pounds. And here’s another thing, most of us think that it could never happen to us. But could you unwittingly fall prey to the fraudsters.
Here are the common traits that the investment fraudsters are looking for?

The fraudsters are looking for investors who prefer

What is DABDA and what has it got to do with Financial Planning?

DABDA is the five stages of dealing with your impending demise and was first described by Elisabeth Kübler-Ross in her book, “On Death and Dying,” published in 1969.

DABDA stands for the five stages that many people go through when having to face up to the reality of dying, if they are forewarned that it is going to happen. The stages are as follows: –

Denial
Anger
Bargaining
Depression
Acceptance

This is probably the most valuable Financial Advice you will need

So much so, that this one piece of advice will help you achieve your future financial goal, more so than anything else.   

My question to you, is this. What are you planning for right now? The next 5 years, 20 years from now or maybe your retirement in 6 months’ time?

Whatever you are planning for, there is one thing you need to do now to make sure that you can actually achieve your financial goals.

So, what is it that you need to do?

Share This