Are you concerned about achieving your financial goals?
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
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Recent Blog Posts
Yes, why shouldn’t be spending your pension fund money when you retire? That’s what you are meant to do surely? That’s was back then, this is now and here’s why.
How do I know if I am saving enough for the future? Recently a new potential client asked me whether saving 20 percent of their income was sufficient. Wow, that’s not a question that I get asked every day, if at all ever.
Is Equity Release about to make a comeback? I think it is. Equity Release over the years have seriously fallen out of favour, however it has developed a great deal since regulation was introduced in 2007.
How wealthy do you have to be to pay Inheritance Tax? The simple answer is not very, especially if you own your own home. According to the UK House Price Index published in June 2017 the average UK house price was £240,235 up from £228,430 in June 2016. With savings and investments, you could quite easily be liable for Inheritance Tax on your death, without feeling particularly wealthy.
The average UK business owner will have £600,000 net worth, so depending on what industry you operate in your company may be worth anything from £300,000 to £1.2 million. But that is all dependent upon finding a buyer, right? But, do have you got a ‘Plan B’ for your retirement?
Few investments are available to investors who wish to reduce their inheritance tax liability, but there are a few that you should consider. As with any kind of tax planning and investing it is always wise to seek professional financial advice before proceeding with any strategy.