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Retirement Planning

STRUCTURING YOUR PENSIONS AND INVESTMENTS

Do you have accrued pensions but no investment strategy in place?
Can you afford to retire and still have a good standard of living?

Wealth Management

TAX PLANNING

Do you need a better grasp of where tax is eroding your income and savings?
We can look at boosting your finances with some careful tax planning.

Retirement Planning

INVESTMENT PLANNING

Put plans in place for your future goals,
whilst making sure you have enough money set aside to cover your day-to-day living expenses

Henry F Dodds Wealth Management Ltd

Thanks for taking the time to look at our site.

Henry F Dodds Wealth Management Ltd provides financial planning solutions to both personal and corporate clients. Our advisers, often described as approachable and personable, provide expert Independent Advice on areas such as Pensions, Investments, Life Assurance and Estate Planning.

We aim to establish a long term relationship with our clients through knowledge and understanding and value the trust our clients place in us and take it as a huge compliment and responsibility. We treat clients as we would wish to be treated ourselves, with honesty and professionalism and make the seemingly complex understandable to our clients.

We are one of the longest established Independent Financial Advisers in Newcastle with a pedigree going back to the 1930s. Being independent means we can provide impartial financial advice to our clients working with individuals, businesses, charities and national companies with clients the length and breadth of the British Isles and beyond.

'Goals are rarely achieved by accident, more usually by design'

Please browse our site to see how we can help you and thanks again for visiting our site.


Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Manage Investments

My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?

Wealth Management

I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.

Family Protection

I want to pass on my remaining wealth to my family but may need to go into a nursing home. How do I protect my assets but still leave provision for myself?


Insurance Brokers

If you require guidance or assistance concerning any of the following general insurances, please click here »
Corporate: Business: Private: Personal

Henry F Dodds Insurance Broker Newcastle