Financial Adviser
Allan Dodds has nine years experience as an independent financial planner. His clear thinking, technical expertise and collaborative approach helps clients plan successfully for their financial future.
Allan works with individuals, trusts and corporate bodies to meet their objectives through considered financial planning. Able to recommend across the whole financial marketplace, Allan covers investments and savings, insurance protection, retirement saving and income, the gifting of wealth and tax mitigation. He is also a specialist adviser to a number of Personal Injury Trusts.
Allan is a member of the Chartered Insurance Institute and a holder of the Diploma in Financial Planning (Dip PFS).
