Dodd Wealthcare Strengthens Team with New Year Promotion

Dodd Wealthcare Strengthens Team with New Year Promotion

Dodd Wealthcare are delighted to announce that Becky Nicholson has been appointed as Financial Services Department Manager, with effect from 1 January 2025.

Since joining the firm as a Paraplanner in 2023, Becky has played an integral role supporting the firm and last year she was promoted to Support Team Leader, where she demonstrated strong leadership skills and a commitment to excellent client service. With over 12 years’ experience in the Financial Services sector, Becky has worked with a wide range of clients which has broadened her knowledge. Becky joined Dodd Wealthcare as she recognised the opportunities available for professional growth, which the firm are proud to encourage.

In her new role, Becky’s responsibilities will include staff management, training, workload and day-to-day team operations, as well as continuing to provide financial support to clients.

Outside of work, Becky enjoys exploring the Lake District with her husband and their two dogs, Sebastian and Theodore. She has a keen interest in live music and is a regular attendee at gigs, with Kendal Calling being a definite on the calendar each year!

Since the firm was established in 2015, the Dodd Wealthcare team now has 16 staff members including 5 Financial Planners. 2025 marks a significant milestone as they celebrate 10 successful years of business. 

Nathan Glaister, IFA and partner of both Dodd Wealthcare and Dodd & Co Accountants said “We are delighted to see Becky progress within the firm which is very well deserved. Our ethos has always been to provide excellent client service, whilst being able to offer fantastic career opportunities for our team. The last 10 years has flown by and I’m particularly proud of the opportunities we have been able to provide to our team. We are looking forward to seeing what the next chapter of Dodd Wealthcare looks like”.

For more details on Dodd Wealthcare’s career opportunities and a fantastic range of staff perks, visit our careers section here.