Achieving GOALS and ASPIRATIONS through financial planning

Helping build FINANCIAL PLANS so that you can live the life you choose

IDEAS and CONFIDENCE to build a secure FINANCIAL future

Reviews and Ratings for Financial adviser Martin Dodd, Wolverhampton

We’ve made it our mission to help, guide and support our clients in achieving their life and financial goals

 

The BIG 3 questions we are all looking for the answers to are 

What our financial goals are?
When we want to achieve them by?
And how we are going to get there?


Our aim is to deliver Financial Advice, that we will help you achieve your financial goals. We help you find the answers to the big financial questions we all have. Through our guidance and advice we will help make sure you are on the right track.
Expert help and guidance for Financial advice for investments to retirement planning and tax planning

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Pension Performance Review

From our experience as financial advisers there are three major reasons why many pension plans underperform or at least disappoint investors

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Investing for the Future

When it comes to looking after the wealth and investments you have accumulated, making the right decisions can be a challenge.

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Generational Wealth 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.

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Recent Blog Posts

Recent financial updates

4 Things to Definitely Do Before You Retire

For a start off, you have to make sure you don't outlive your money. You just can’t afford to run out of money before you die. You’ve got a retirement check list, right? Well probably not, it’s hardly the most exciting thing to be doing this weekend — but...

Could you become the victim of a financial crime?

Impersonation fraud is on the increase, so we all need to do whatever we can to reduce the risks of becoming a victim.

But, before I get into what is being done to prevent it happening, here is the background to the extent of fraud impersonation.

Are you relying on ‘blind luck’ for retirement income?

Frighteningly many are! Pension freedoms arrived in 2015 courtesy of George Osborne allowing pension income to be drawn from a pension pot relatively freely. Many have taken a responsibly approach, whilst others may unwittingly run completely out of money as they are...