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

What you think about your retirement plans is wrong

What you think about your retirement plans is wrong

There are so many myths about pensions that people tell me, that I thought it was time to correct a few misperceptions. Planning for retirement is and can be quite a daunting tax, so knowing what you need to know is very important. And correcting misguided beliefs,...



Pension freedoms have changed retirement planning forever, unless of course the Government changes their mind, yet again. To be fair, the gene is out of the box and it would be difficult to see how we could see a return to how pensions worked and a return to the past.