Carlisle 01228 530913 | Penrith 01768 864466

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Our Team

Director - Nathan Glaister

  • Dodd Wealthcare Director
  • Dodd & Co Partner
  • Chartered Financial Planner
  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning
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Read more about Nathan Glaister

Director - Andrew Sims

  • Dodd Wealthcare Director
  • Dodd & Co Partner
  • Chartered Accountant
  • Farming Specialist
  • Business Mentor
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Read more about Andrew Sims

Director - Heidi Marshall

  • Dodd Wealthcare Director
  • Dodd & Co Partner
  • Chartered Accountant
  • Diploma in Regulated Financial Planning
  • Healthcare & Veterinary Specialist
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Read more about Heidi Marshall

Director - Jonathan Ridley

  • Dodd Wealthcare Director
  • Dodd & Co Tax Partner
  • Chartered Tax Adviser
  • STEP
  • Client Manager
  • Inheritance Tax
  • Stamp Duty Land Tax
  • Capital Gains Tax
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Read more about Jonathan Ridley

Director - Simon Kirkbride

  • Dodd Wealthcare Director
  • Dodd & Co Tax Partner
  • Qualified Tax Adviser
  • Corporation & Personal Tax Specialist
  • Family/Owner Managed Businesses
  • Professional Practices
  • Information Technology
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Read more about Simon Kirkbride

Chartered Financial Planner - Ainslie Cowie

  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning
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Read more about Ainslie Cowie

Independent Financial Planner - Dan Gawith

  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning
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Read more about Dan Gawith

Certified Financial Planner - Phil Jackson

  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning
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Read more about Phil Jackson

Independent Financial Planner - Sarah Jackson

  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning
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Read more about Sarah Jackson

Internal Systems Manager - Spencer Bowden

  • Operations & Process Management
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Read more about Spencer Bowden

Support Team Leader - Becky Nicholson

  • Develops and manages the support team day to day
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Read more about Becky Nicholson

Wealthcare Team - Chloe Lawson

  • Wealthcare Planning Senior
  • Research & Administration

Wealthcare Team - Amy May

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Caleb Cartner

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Callan Little

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Lauren Connell

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Matthew Dwyer

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Rebecca Irving

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Tom Weedall

  • Wealthcare Planning Assistant
  • Research & Administration

Wealthcare Team - Tracey Thompson

  • Wealthcare Planning Assistant
  • Research & Administration

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