Welcome to Paul Dodd Asset Management Limited For investment guidance and portfolio management, call on the expertise of Paul Dodd Asset Management Limited.
At the heart of Paul Dodd Asset Management Limited is considering the needs of our customers and clients in everything we do, whether it's the advice we give, the products and services we offer, or how we deal with ongoing service. This is represented in our being Paul Dodd Asset Management values.
Whether your need is advice on making a new investment or on your Pension Arrangements, Investment Bonds, Individual Savings Accounts (Isa's) or any other aspect of your investment and retirement planning then our rigorous research and risk profiling methods will help you.
The Practice was formed in 1992 and has diligently served its clients since then. We are proud that many of our founding clients are still with us today.
Investment portfolio construction using sophisticated research technology to analyse Fund/ Fund Manager performance Daily monitoring of investments and markets - in a downturn we react and advise you accordingly Regular Asset Allocation reviews to ensure portfolios continue to meet client risk profile Quarterly review of each fund's performance - consistent under-performers are ejected and replaced Unlimited Portfolio 'X-Rays', reports and asset allocation reports on request Unlimited telephone access to discuss returns, asset allocation and future strategy Half yearly portfolio valuations as a minimum, unlimited additional valuations if requested Proactive recommendations when change is suitable Annual review meeting if required Our service is personal, adaptable and individually tailored 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.
