Paul Dodd Asset Management Limited

at 18 Wynmore Avenue, Leeds, LS16 9DE United Kingdom

For pensions advice, investment guidance and portfolio management call on the expertise of Paul Dodd Asset Management Limited.


Paul Dodd Asset Management Limited
18 Wynmore Avenue
Leeds LS16 9DE
United Kingdom
Contact Phone
P: 0113 2300449
Website

Company Rating

1 Facebook users were in Paul Dodd Asset Management Limited. It's a 1112 position in Popularity Rating for companies in Local business category in Leeds

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February and March is the time when we encourage clients to complete their investment and savings tax planning by making sure they have used their Isa (Individual Savings Account) allowance for tax free savings, and completed their personal pension planning for the tax year end. If you would like our help in this area, please get in touch.

Published on 2015-01-23 11:18:22 GMT

10 questions to ask your Independent Financial Adviser Question 10: What are your fees? This is a very important question. They should be fully transparent as to how much you will be paying for their advice and how you will be billed; will you pay directly or will it be deducted from your investment? Also you must make sure you are aware of any additional charges that you may incur, such as performance fees

Published on 2014-10-29 10:01:48 GMT

10 questions to ask your Independent Financial Adviser Question 9: How often will you review my portfolio? It’s important that you understand fully the level of service you can expect from your adviser and how often your portfolio will be reviewed.

Published on 2014-10-28 09:38:05 GMT

10 questions to ask your Independent Financial Adviser Question 8: Will it just be you who manages my investments or will other advisers be involved? You should be 100% clear who will be managing your investment for you and who to contact if you have any queries/questions. It's also good to know what would happen if your adviser leaves.

Published on 2014-10-27 13:46:22 GMT

10 questions to ask your Independent Financial Adviser Question 7: How much control will I have over my investments and can I make my own investment decisions? It’s good to get an idea of how much input you will have in the investment decisions that will be made.

Published on 2014-10-23 09:56:24 GMT

10 questions to ask your Independent Financial Adviser Question 6: What is your ongoing service proposition and how do I receive updates on my portfolio? It is important to find out what the process is for receiving updates; face to face, email and written reports, and in what timescales you can expect to receive these - monthly, quarterly, or yearly.

Published on 2014-10-16 08:56:39 GMT

10 questions to ask your Independent Financial Adviser Question 5: How then will you decide what would be a suitable investment for me? The adviser needs to explain the different asset classes and what they would recommend based on your profile. It’s also important to get them to explain the difference between the share classes and whether you would be better investing in an accumulation or an income share class.

Published on 2014-10-15 10:23:12 GMT

10 questions to ask your Independent Financial Adviser Question 4: How will you assess my attitude to risk? This is very important in ensuring that both you and your adviser have the same understanding of what level of risk you are prepared to take. Remember that your attitude to risk may change over time and it is important that you keep your adviser informed regarding any change in circumstances that may affect your risk profile.

Published on 2014-10-14 00:23:23 GMT

10 questions to ask your Independent Financial Adviser Question 3: What is the process to assess my financial needs? It’s preferable to get an idea of the process that they will follow in order to determine what your financial objectives are. This will also help you understand the process they will use to select the right products for you.

Published on 2014-10-14 08:48:31 GMT

10 questions to ask your Independent Financial Adviser Question 2: What experience and qualifications do you have? You must ensure that they are FCA regulated and hold a minimum qualification of QCF Level 4. It’s also good to get an idea of how much experience they have in the field and if they have expertise in any particular area of investment.

Published on 2014-10-13 00:08:07 GMT

10 questions to ask your Independent Financial Adviser Question 1: What type of advice/service do you offer? You need to determine the type of advice which they are able to offer you, if they are independent, or if they are restricted to only giving advice on certain products. Also it’s important to ask what type of service they can offer you in terms of managing your portfolio, whether they will do it themselves, whether it will be outsourced and if they offer an ongoing service.