Martin Dodd Email
Financial Adviser | Pension Performance Review @ Midlands Investment Agency
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Martin Dodd Location
- Wolverhampton, GB
Martin Dodd Work
- 1985 -now Financial Adviser | Financial Advisor | Financial Planner | Retirement Road Map @
- 1985 -now Financial Adviser | Financial Advisor | Financial Planner | Pension Review @
- 1985 -now Financial Adviser | Pension Performance Review @
- 1985 -now Financial Adviser - Pension Performance Review @
- 1985 -now Independent Financial Adviser @
- 2016 -2016 Business Owner @
- 1985 -1990 Financial adviser Support role @
Martin Dodd Education
- Chartered Institute of Insurance
Fellowship of the PFS, Financial Advice (Financial Advice)
1985-2023 - Chartered Insurance Institute
Diploma, Financial Services (Financial Services)
1986-2010 - Tettenhall College
Attempt at 'A' Levels, Economics (Economics)
1983-1985 - Wolverhampton Regis School
O Levels, Economics (Economics)
1978-1983
Martin Dodd Skills
- Financial Adviser
- Pension Performance Review
- Wealth Management
- Pensions
- Retirement
- Investments
- Retirement Planning
- Inheritance Tax Planning
- Financial Planning
- Financial Advisory
- Portfolio Management
- Investment Strategies
- Income Protection
- Investment Advisory
- Financial Planners
- Protection
- Trusts
- Business Planning
- Estate Planning
- Financial Services
- Wealth
- Finance
- Business Strategy
- Mutual Funds
- Financial Risk
- Business
- Small Business
- Pension Funds
- Savings
- Retirement Income Strategies
- Investment Management
- Investment
- Retirement Savings
- Strategic Planning
- Planning
- financial
- Financial Modeling
- Cash Flow
- Personal Finance
- Wealth Accumulation
- Holistic Financial Planning
- Wealth Management Services
- Strategy
- Asset Allocation
- Tax
- Business Development
- Consulting
- Financial Analysis
- Multi-generational wealth transfer
- Inheritance
- Leadership
- Training
- Customer Service
- Financial Reporting
Martin Dodd Summary
- Martin Dodd, based in Wolverhampton, GB, is currently a Financial Adviser | Pension Performance Review at Midlands Investment Agency. Martin Dodd brings experience from previous roles at Midlands Investment Agency and Financial Adviser at Midlands Investment Agency. Martin Dodd holds a 1985 - 2023 Fellowship of the PFS, Financial Advice in Financial Advice @ Chartered Institute of Insurance. With a robust skill set that includes Financial Adviser, Pension Performance Review, Wealth Management, Pensions, Retirement and more. Martin Dodd has 2 emails on RocketReach.
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Top Midlands Investment Agency Employees
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