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

Get In Touch

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

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.

Learn more

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.

Learn more

Recent Blog Posts

Recent financial updates

8 Personal Finance mistakes you really should avoid

8 Personal Finance mistakes you really should avoid

Have you ever noticed that disputes that arise between friends and family are often about money? Well, at least it was until recently and now politics has taken over. But enough of that. When it comes to money and any kind of money transactions, at the outset...

Has property investing had it’s day?

Has property investing had it’s day?

Today the government announced that they would introducing legislation to prevent investors from selling there investment holdings, unless they had a good enough reason to …….. Can you imagine that! How ridiculous would that be? Who would want to be an investor with...