Home
IFA Leeds, Harrogate and York
Welcome to Paul Dodd & Company
For pensions advice, investment guidance and portfolio management in Leeds, York, Harrogate and the surrounding areas call on the expertise of Paul Dodd & Company.
Paul Dodd has been within the financial services sector for over 30 years and in that time we have built up a wealth of expertise. We specialise in providing clients across Leeds, Harrogate and York with pension and investment advice and services. In addition you can rely upon us to give you guidance on such issues as taxation including Capital Gains Tax and Inheritance Tax.
We specialise in offering tax efficient investment advice to individuals, partnerships and companies.
The Value of Independence:
We are Independent Financial Advisers (IFA's). This means our advice is totally independent of any investment or product provider. It means that we can select products or services for you which come from the whole of the market in the UK and are not limited or constrained.
As a respected Independent Financial Adviser Paul Dodd & Company can offer a wide variety of services. These services include unbiased advise on:
- ISAs, OEIC's & Unit Trusts
- Investments in Trust
- Investment Bonds
- Portfolio & Wealth Management
- At Retirement Advice
- Pensions (Company and Individual)
- Stakeholder and Personal Pension Plans
- Investment Guidance for Existing Pension Schemes
- Life Assurance Cover
- Tax & Estate Planning
Our service is personal and adaptable, 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.
Our Commitment To Excellence:
Investment markets are to a degree unpredictable. To ensure that you are satisfied with your savings and investments we commit to giving you an integrated service which takes account of your needs, meets your objectives, and is suitable for your circumstances. We cannot guarantee that the investments we arrange for you will be the 'best', but what we do strive for is to ensure they are suitable for you and are capable of delivering your specific requirements.