Independent Financial Adviser in Leeds and North Yorkshire
We're fully independent financial advisers well versed with the UK investment scene. We have over 20 years experience offering non-jargon advice for pension planning or wealth management.
Throughout our years of service, we continue to keep customer satisfaction our priority. Whether it's our advice, our products, or our services; we make sure that our experience adds value to your life. We intend to ensure each of our clients meet the most beneficial investment possible.
Whether you need advice on your investments, Investment Bonds, Individual Savings Accounts, or Pension, we are here to support you. And that's not all. Our precise research and risk analysis methods would benefit you for all kinds of investment or retirement plans.
Since our inception in 1992, Paul Dodd Investment Advice has been committed to serving its clients.
With that dedication, we've been able to retain most of our founding clients. And that's something we take pride in. We are the experts in Investment Management and related services. Some of the things we can help you with are;
- Wealth Management
- Pension Planning and Investment
- Pension Review
- Personal Pension Plans
- Post Retirement Advice
We are the experts in investment management. Our Advice is based on our detailed research of relevant investment funds.
Acquisition of wealth isn't enough. You also need to manage and invest it properly. We can support and advice you on the following fronts.
- Investing as per your future goals
- Making maximum benefits of the tax allowances
- Protecting your wealth for your heirs
- Donating and trust maintenance
Let our experienced team help you find the right pension for you. With the right plan in place, you can retire free from worry about your finances.
We always ensure that each of your investment is fit to perform for the long term despite several market changes.
We generally advise a wide portfolio for the funds and managers. This helps you diversify your risks, broadens reward chances, and reduces dependency on the performance of your fund managers.
Your portfolio of investments can work hard for you whether you want to apply a passive or active role. We can set up a strategy to provide security for the future.
Paul Dodd Investment Advice is Authorised and Regulated by the Financial Conduct Authority. We believe in developing a strong and long-term relationship with our clients.
Our services are personal, highly flexible, and customisable as per your needs. We serve each of our clients individually with one on one advice.
GET IN TOUCH
If there is anything you would like to know about any of our services please contact using the form below.