Independent Financial and Wealth Management Consultants We offer anything from advice about pensions to helping arrange investments.
Since 1992 we have formed specialities in certain services we offer including investment management and pension reviews. We strive in building strong reliable relationships with our clients so we can meet every single need over the long term. Our service is personal and adaptable, so each session is individually tailored with one to one advice, so your needs are met.
At the heart of Paul Dodd Asset Management Limited is considering the needs of our customers and clients in everything we do, whether it's the advice we give, the products and services we offer, or how we deal with ongoing service. This is represented in our "being Paul Dodd Asset Management" values.
Whether your need is advice on making a new investment or on your Pension Arrangements, Investment Bonds, Individual Savings Accounts (Isa's) or any other aspect of your investment and retirement planning then our rigorous research and risk profiling methods will help you.
The Practice was formed in 1992 and has diligently served its clients since then. We are proud that many of our founding clients are still with us today.
We specialise in Investment Management, however, this comes through many different needs. Some of the areas covered are:
Our service is personal, adaptable and individually tailored with one-to-one advice. We strive to build strong relationships with our clients so that we can meet their needs over the long term.
Paul Dodd Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority. Our registration number is 610180.
Call directly on 0113 2300449 .
FCA Details Authorised and regulated by the Financial Conduct Authority. Paul Dodd Asset Management Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 610180. Registered office 18 Wynmore Avenue, Leeds, LS16 9DE. Registered in England and Wales, company number 8716410. If you wish to register a complaint, please write to or telephone Paul Dodd, 0113 2300449 . A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567 . The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Contact Us Today Get in contact with us to request more information. Call 0113 2300449 or contact us using the enquiry form .