Pensions Advice in Here at Paul Dodd Asset Management Limited our
specialists offer pensions advice in and the surrounding areas.
Established in 1992, we have over 28 years of experience working with clients
to manage their investments and monitor their future funds.
During our first meeting, which is free, we work with
our clients to discover their current knowledge and experience, capacity for
risk and what their aims are. Then, once plans are in place, we provide regular
reports for progress and notify you of changes to taxation, legislation and
more.
Call our team on 0113
2300449
Our Pension Services Whether you have existing plans or are looking to begin
investing in your future, we offer pensions advice on and the
surrounding areas for clients in various situations. Some of the services we
provide include:
Workplace
Pensions Annuities Private Plans Stakeholder
Pensions Planning &
Investing Existing Plans At Retirement
Advice Pension Freedom
Our specialists are on hand to assist employers in
creating plans for their employees or individual clients, designing a personal
fund for their retirement. We work with you to find a plan that suits your aims
and capacity for risk, so you receive the exact services you want.
There are a range of regulations to follow and changes
in tax, markets and more to keep up with. Our experts keep updates and ensure
our clients are notified of any changes that could affect them.
Expert Advice We have built up a wealth of experience over the years,
providing clients with high-quality pensions advice in and the
surrounding areas. We ensure that your funds are invested wisely and in a way
that suits your goals.
To make sure you receive financial advice that is tailored
to your specifications, we consider your:
Existing and
Possible Future Tax Position Attitude to and
Capacity for Risk Stated Aims and
Objectives Knowledge and
Experience Comfort Zones
If you currently have a retirement plan that hasn’t
been checked for a while, we also offer reviews or a second opinion through our
Investment and ISA Review Service. Regular reviewing is essential as
legislation changes can affect your plan, so you should be made aware of any
benefits you can receive and manage the funds accordingly.
Find Out More Contact our specialists at Paul Dodd Asset Management
Limited for pensions advice in and the surrounding areas. Call us on 0113 2300449 enquiry
form for a prompt response.
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