Business Details
42 Years
experience
Expert Financial Planning Services in Lisburn
Established in 1984, Arthur Dodds has built a reputation as a trusted provider of comprehensive financial planning solutions. Our team of Chartered Financial Planners combines decades of industry experience with a client-centric approach, specialising in pension planning, investment management, and protection services. We prioritise tailored financial strategies that align with individual client goals, supported by a commitment to ongoing education and professional development.Our practice is rooted in transparency, ethical advice, and a deep understanding of both personal and corporate financial needs. With a focus on long-term client relationships, we deliver expert guidance through life's financial milestones while maintaining regulatory compliance under the Financial Conduct Authority's oversight.
Services
Pension Planning
Life Assurance
Income Protection
Investment Advice
Business Protection
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of combined experience in financial planning
- Our team includes Chartered Financial Planners with industry-recognised qualifications
- We provide tailored solutions for high net worth individuals and businesses
- Our client-centric approach prioritises long-term financial security
- We maintain regulatory compliance with FCA authorisation
Associations and certifications
- Financial Conduct Authority
What people say
Expert guidance
Personalised solutions
Long-term support
Professional team
Clear communication
Services
Pension Planning
We help clients determine retirement needs and create tailored pension strategies. Our approach considers individual circumstances, tax efficiency, and long-term financial security. With expertise in SIPP management and retirement income planning, we ensure clients achieve their desired lifestyle post-retirement.
Investment Advice
Our investment solutions focus on capital growth and income generation through diversified portfolios. We assess risk tolerance and financial goals to recommend appropriate asset allocations. Services include regular savings plans and structured product analysis for both individual and corporate clients.
Life Assurance
We provide life insurance solutions to protect families and businesses against financial loss. Our policies ensure beneficiaries maintain their standard of living in case of premature death. We offer term life and whole-of-life cover options with flexible payment structures.
Business Protection
Our business protection services safeguard companies against financial risks from key personnel loss. We offer key person insurance, partnership protection, and shareholder agreements. These solutions ensure business continuity and financial stability during unexpected events.
Income Protection
We provide income replacement solutions for clients unable to work due to illness or disability. Our policies offer financial security through regular payments during extended absences. We tailor coverage periods and benefit amounts to individual employment circumstances and living expenses.
People
Arthur Dodds
Director
With 30 years' experience in financial planning, Arthur holds an Honours Degree in Political Science and Economics. He specialises in tailored lifestyle planning for high net worth individuals and maintains a strong focus on long-term financial security.
Carol McDowell
Practice Manager
Carol brings extensive financial services experience from multinational corporations to boutique practices. She ensures seamless client experiences while managing operational excellence across all client interactions and administrative processes.
Clare Pollock
Client Support
A Chartered Financial Planner with a Masters in Electrical Engineering, Clare helps clients understand complex financial products. She focuses on making financial planning accessible and straightforward for all clients.
Mark Dodds
Client Support
Chartered Financial Planner with expertise in business management and regulated financial planning. He combines technical knowledge with client-focused communication to deliver comprehensive financial solutions.
Hannah Mark
Client Account Manager
With experience in customer service and journalism, Hannah provides personalised account management. She specialises in client relationship maintenance and stays updated on innovative financial products to benefit her clients.
Questions
What financial planning services do you offer?
We provide pension planning, investment advice, life assurance, income protection, and business protection services tailored to individual and corporate needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No 760570) under UK regulatory oversight.
How do you tailor financial plans to individual needs?
We conduct comprehensive assessments of financial goals, risk tolerance, and personal circumstances to create customised strategies for long-term security.
Can I access my investment portfolio online?
Yes, we provide access to multiple platforms including Aegon, M&G Wealth, and Hargreaves Lansdown for real-time portfolio monitoring.
What areas do you serve?
While based in Lisburn, Northern Ireland, we provide services to clients across the United Kingdom through both in-person and digital consultations.
How experienced is your team?
Our team combines over 100 years of collective experience, including Chartered Financial Planners with industry-recognised qualifications and specialisms.
