Investment Process Investment and Portfolio Planning - Making your money work harder
We specialise in arranging investments - and making sure they continue to be appropriate for our clients as circumstances and markets change. We research investment funds rigorously to ensure suitability. Normally we recommend a broad portfolio of funds and fund managers. This diversifies risk, reduces reliance on fund manager performance and increases the breadth of reward opportunity.
We are fully independent and able to advise on the whole of the UK investment universe. If you want advice on investments, we are the experts. All investment carries risk, even including saving in a Bank or Building Society. Our job is to match appropriate investments with our clients individually.
Our advice to you will always take into account:
Your existing and possible future tax position Your Attitude to and capacity for Investment Risk Your Stated Aims and Objectives Your Knowledge and Experience of Investment Your Comfort Zones If you have £30,000 or more available for investment in regulated investments then Paul Dodd Asset Management Limited is ready to help you. If you already have investments and want a second opinion, our Investment and ISA Review Service will give our views on your existing holdings.
Contact Us Today Get in contact with us to request more information on our investment services. Call 0113 2300449 enquiry form .
