We are a proud Cumbrian business, Dodd & Co Chartered Accountants was founded in 1981 and Dodd Wealthcare in 2015. We proudly work together as “Dodd & Co” from two main offices in Carlisle and Penrith. We might be Cumbria born but we are not Cumbria bound – we have clients all over the country and we travel wherever they take us.
What makes Dodd Wealthcare special?
- Our people - this always has, and always will be, the number one reason that Dodd Wealthcare is special
- Our knowledge, personality and communication (or so our clients tell us!)
- We are well placed to advise on running a business as we run (and have grown) a successful one ourselves!
- We are experts in our fields and have a national presence in many of our specialisms
- We have grown organically, without merger or acquisition, from a typical start up to where we are today
- We are constantly improving our knowledge and expertise
- We have a diverse set of skills
- We are committed to the training and development of all our staff
- Working together, ensuring our business supports yours now and for years to come
Our Dodd Wealthcare Values
At all times we will strive to:
- Be honest and ethical
- Give excellent client service
- Go the extra mile
- Respect each other and work as a team
- Operate with an always learning mentality
- Operate an open compliance culture
- Be willing to ‘think outside the box’
The Dodd Wealthcare Mission – it’s simple…
"To give our clients peace of mind about their finances."
The Dodd Wealthcare Vision
“To share our knowledge with an open and professional attitude, so we can enjoy a long relationship with you and help you achieve your goals”
