Nick Dodd

Financial Planner, taking sabbatical

Greater Stoke-on-Trent Area

About

Diploma qualified financial planner with over 30 years industry experience and over 18 years advising higher net worth individuals. - Investment planning - Retirement planning - Estate Planning - Protection Planning Prior to working in financial services I worked in food retail, managing supermarkets, with direct responsibility for staffing, recruitment, sales, profitability etc.

Experience

  • on a sabbatical at None at this time
    Apr 2026 - Present · 3 mos

  • Financial Planner at Close Brothers Asset Management at Close Brothers Asset Management
    Apr 2023 - Apr 2026 · 3 yrs 1 mo

  • Financial Advisor at Morfitt & Turnbull
    Jan 2021 - May 2023 · 2 yrs 5 mos

  • Financial Advisor at Compass Financial
    Nov 2019 - Jan 2021 · 1 yr 3 mos

  • Independant Financial Adviser at TW Financial Planning
    Apr 2015 - Oct 2019 · 4 yrs 7 mos

    Advising both new and existing, personal and corporate clients on their financial planning needs.