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



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



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



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

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Recent Blog Posts

Inheritance tax planning just being ignored. WHY?

Canada Life have recently published their IHT Survey for 2016 and it makes for some very interesting reading.

Only a 25% of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than they have to.

Over 25% don’t have a will and just 1 in 5 have given money away.
Many say they do not need these tools but families would face substantial inheritance tax (IHT) bills without any planning.

Make sure the tax planning you are doing is LEGAL!

You may have read recently that HMRC’s are upping the battle against tax evasion and avoidance introducing new penalties against ‘enablers’ of unacceptable tax avoidance schemes. Entirely understandable as the country faces continued funding issues in the public sector.

6 things to do before the end of the tax year

The tax year end is fast approaching. So, what should we be thinking about before we’re quickly onto the next one?

It’s only a few months away and the year end on the 5th April will soon be here. It might feel at the moment as though there’s plenty of time until the beginning of April, but ensuring you make use of the remaining months before they disappear is always a good idea. Here are our top six tips for ways to make the most of this tax year whilst you can.

Pension rule change that have virtually gone unnoticed

For the last three tax year’s the maximum amount that could be invested into a pension each year has been set at £40,000 (called the Annual Allowance). However, if you are a higher earner, the amount that can be invested in this tax year that will benefit from tax relief has been a change. Furthermore, many people and many financial advisers have not picked up on this yet. They may be in for a nasty shock and find they have a tax liability that needs to be settled.

The only 3 ways to consume financial advice that you need to know about

It’s pretty difficult to get by in life without having to make financial decisions about what you should do for right now in the moment, the medium term and for the long term. In fact, you just have to make decisions any way you look at it. So, as a financial adviser with over thirty years in the profession, how people access financial advice is of great interest to me and the implications of taking advice.

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