What Clients Say We are required to demonstrate the validity of all Testimonials and have written permission for them to be used on this website.
Paul Dodd came highly recommended to my husband and I to manage our pension portfolio. For over 10 years he has updated and managed our substantial fund. Regular meetings keep us informed of the current financial markets and he has made himself available to answer our questions at any time.
We can say without doubt that with his help and guidance our pension fund is in a far superior state.
We would have no hesitation in recommending Paul Dodd to anyone who would like honest and jargon free advice on managing their pension portfolio.
By Mr & Mrs AL of Wetherby My wife and I have used the services of Paul Dodd over many years; he has always impressed us with the attention he has given to our wishes and aims for our financial future before using his expertise to plan forward for when we reached retirement age. Both of us now having been retired for over a decade, his finger on the pulse approach to our investments and depth of knowledge has made our financial position less stressful through the volatile market situations of the last few years, which prompts us to say thatusing Paul Dodd was definitely our best investment . Our initial plan was for the future and here we are financially comfortable through his guidance. By Mr & Mrs DM of Humberside
Paul has been my financial adviser for18 years or more . We have worked as a team in achieving the best possible results both in my investments and pension. His knowledge of the financial aspect of things is far greater than mine and I leave it to him, which he explains in layman�s terms. He is always there to help via the telephone or by meeting me at my house, as long as you make him a coffee! I have retired from business now and he still looks after my financial affairs. I would have no hesitation in recommending Paul to my friends or business acquaintances. By Mr CS of Knaresborough, North Yorkshire:
Paul Dodd has been looking after our personal finances, investments, life assurance and pensions for more years than I care to think about. We have always found him to be extremely personable, professional and knowledgeable. He takes the time and trouble to keep a careful and regular eye on our investments and is very proactive in assessing and implementing relevant changes whilst always running such changes past us and explaining the pros and cons of each different option. He takes a much more proactive stance than any accountant ever has done and always gives�best advice�. I would have no hesitation in recommending Paul�s services. By Mr JRW of Huddersfield, West Yorkshire:
Paul Dodd has been responsible for my pension fund since I transferred it to their care early in 2010. Having been used to only hearing how my fund was doing once each year when the annual statement was produced it has been refreshing to experience the amount of communication which Paul Dodd has with his clients.
I regularly receive investment performance information and commentary on how the investment markets are being viewed. I also receive a regular review of the types of funds in which I am invested with recommendations for change when market conditions dictate. This I find is most unusual amongst IFA�s and it is comforting to know that when I am busy running my business, Paul Dodd is busy monitoring my pension fund.
I have also invested in a Stocks & Shares Isa through the firm and I receive exactly the same high level of service with this investment.
I sometimes have conversations with others about such matters and I cannot understand how they can be content with just an annual review (at best) of their affairs. They are truly surprised when I tell them of the level of service that I receive and the time that is spent on my behalf trying to ensure that I am best-placed for all market conditions.
Paul Dodd views pension funds simply as a form of investment. In my humble opinion, any pension or other type of investor who wants a service that constantly monitors clients� funds and makes proactive recommendations for change when appropriate should talk to Paul Dodd.
By Mr JSM of Leeds, West Yorkshire: I first instructed Paul Dodd in 1993 to advise on and rationalise my personal pension plans and savings/investment affairs.
I have been very pleased with the service and am conscious that if required Paul will make himself available (and has done so) to discuss fresh circumstances as they arise.
I am regularly updated regarding the pension funds and other savings plans, how they are performing etc and Paul is very proactive in advising of any recommended changes to take account of changes in the performance etc of the funds and investments.
Paul consciously seeks to build a long-term relationship with his clients to understand their circumstances and requirements and on occasion I have been able to discuss matter not directly related to the pensions and investments and received solid guidance and advice.
Previously I had engaged the services of pension plan/investment advisers from my bank and became aware that they did not appear to take a personal interest in the performance of the various investments etc which they had recommended. They also seemed to be constrained so that they could only use the financial products of their organisation. When I did arrange to meet a financial adviser it seemed to be a different person each time (owing to job changes within this large organisation) and this lack of consistency did not seem to lead to a proper understanding of my financial requirements at an individual level.
I much appreciate dealing with one person on a consistent basis who has an understanding of my individual pension and investment needs.
I am now approaching retirement and will certainly seek Paul�s guidance in dealing with my pension income needs.
By Mr JNW of Leeds, West Yorkshire: Thank you Mr Dodd.
I was in turmoil with my financial situation, after divorce and bereavement.
I had to put my trust in some one, I have to say, also I had been ill advised previously, financially, which cost me dearly. I thought I was in good hands.
It was not so, my trust was misplaced.
Thanks to your professional and impartial advice I am back on track and my trust, in IFA�s has been restored.
By Mr API of Leeds, West Yorkshire: I have no problem endorsing your company as you have always been �on the ball� with our investments.
By Mr SDL of Crawcrook, Tyne & Wear Paul Dodd was recommended by a valued friend a couple of years ago or so ago. Prior to this we tried to manage our own financial affairs.
We feel that we could not have achieved a similar outcome on our own.
Client support is impressive. Any attempt to contact Paul for help and advice by e-mail, text etc. has been answered by return or within a few hours.
By Mr JR of York
