Phil Dodd

Position: Adviser

Phil has been providing professional financial advice for over 15 years helping clients to formulate and achieve their objectives in the areas
of wealth management, retirement and estate planning.

With his experience as a commercial Lending Manager with a major clearing bank, and his knowledge gained in Financial Services, with a large Accountancy firm in Liverpool he continues to advise on his portfolio of loyal clients.

Having been associated with Simon Kershaw & Associates Limited for some 8 years, Phil prides himself on “treating customers fairly”.

Specialist Areas:

  • Retirement/pension planning
  • Investments
  • Estate/ Inheritance tax planning