Dodd Wealthcare

Dodd Wealthcare Independent Financial Advisers. Dodd & Co Wealthcare is a trading style of DW 2020 Limited which is authorised and regulated by the Financial Conduct Authority.

22/05/2026

Last week marked our very first Activity Week and what a great time we had!

Thank you to all the local businesses for looking after us - we had a fantastic time.😁

18/05/2026

Well done, Brooklyn! 👏

We're pleased to share that Brooklyn has been selected to represent England in the Para Swimming team at the Commonwealth Games this year! 🏊‍♂️

14/05/2026

The Penrith Chamber Stars of Business Awards takes place this October, and we're delighted to sponsor this year's Hospitality Business of the Year!

Nominations are open, vote using the link below! 👇

Sir David Attenborough turned 100 last Friday 🎂 - and he’s not alone!More people than ever in the UK are reaching the bi...
13/05/2026

Sir David Attenborough turned 100 last Friday 🎂 - and he’s not alone!

More people than ever in the UK are reaching the big milestone.

Living longer is something to celebrate… but it also means planning smarter 💡Is your financial plan ready for a 100-year life?

👉 Read our full guide here: https://bit.ly/4dkV5EG

Congratulations to Becky Irving who celebrated her 10 year anniversary with the firm yesterday! Thank you for your wonde...
11/05/2026

Congratulations to Becky Irving who celebrated her 10 year anniversary with the firm yesterday!

Thank you for your wonderful service over the years and we look forward to celebrating many more! 🤩

Last night, Nathan and Sarah attended the VouchedFor Client Experience Awards in London. We were proud to be recognised ...
08/05/2026

Last night, Nathan and Sarah attended the VouchedFor Client Experience Awards in London.

We were proud to be recognised as Top Rated Advisers and to have been shortlisted in the “Client Champion” category - which recognises firms with a commitment to continuous improvement. While we didn’t take home the award this time, the recognition means so much to us and reflects the hard work and dedication our team puts in every day 💙

A special thank you to our amazing clients for your continued support and congratulations to all the winners 👏

30/04/2026

📢 WE ARE RECRUITING!

Are you ready for a new challenge? Know someone who might be? We have an exciting opportunity available!

We’re looking for a Client Services Administrator to join our team, based at our Carlisle office.

So, what are you waiting for!? Head over to our website for full details, how to apply, and explore our fantastic range of staff benefits here: https://bit.ly/4t78KVD

Our latest quarterly newsletter is here 📣 From changes that could leave some estates exposed to Inheritance Tax and mark...
28/04/2026

Our latest quarterly newsletter is here 📣

From changes that could leave some estates exposed to Inheritance Tax and market volatility to must-know tips for new investors. This edition is packed with insights to keep you informed and in control.

👉 Read more here: https://bit.ly/3R4nVRY

09/04/2026

We’re delighted to announce that we have been short listed for Client Champion at the VouchedFor Client Experience Awards for the second year running!

A huge well done to our incredible team for your hard work, and our fantastic clients for your continued support.

Fingers crossed 🤞

Thank you for your years of service!Wishing Wendy and Bevan the happiest retirements! 💚✨
26/03/2026

Thank you for your years of service!

Wishing Wendy and Bevan the happiest retirements! 💚✨

Address

FIFTEEN Rosehill, Montgomery Way, Rosehill Estate
Carlisle
CA12RW

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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