Future planning helps our clients achieve their GOALS and ASPIRATIONS

We exist to build FINANCIAL PLANS so that you can live the life you choose

We help inspire you with ideas and confidence to build a secure FINANCIAL future

Great FINANCIAL PLANNING can inspire you to a more confident future

Reviews and Ratings for Financial adviser Martin Dodd, Wolverhampton

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 familyImagine 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

The right Financial Advice and the right Financial Adviser is more important than ever

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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Wealth Management

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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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.

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Recent Blog Posts

Recent financial updates

My business is my pension – But how are you going to SELL it?

Many, if not most business owners, at some time or other have thought that their business is going to be their pension. The business owner’s intention is to sell the business at some point in the future and live off the proceeds.

There are 2 big questions that a business owner needs to find the answers to.

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