Business Details
Trusted Financial Advisers in Lisburn
Established in 1984, Arthur Dodds has built a reputation for delivering tailored financial planning solutions to individuals and businesses across Northern Ireland. Our team of Chartered Financial Planners combines decades of industry experience with a client-centric approach, specialising in pensions, investments, and protection strategies. We prioritise long-term relationships, ensuring clients receive comprehensive advice aligned with their unique goals.Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while offering innovative tools to help clients manage and grow their wealth. Our commitment to excellence is reflected in our ongoing engagement with evolving financial markets and client needs.
Services
Pension Planning
Life Assurance
Income Protection
Investment Advice
Business Protection
Highlights and features
- 30+ years of experience in financial planning
- Tailored solutions for high net worth individuals
- Chartered Financial Planners with industry-recognised qualifications
- Client-centric approach with seamless service delivery
- Regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
We help clients determine retirement goals and create tailored pension strategies. Our solutions consider tax efficiency, investment growth, and income sustainability. With expertise in SIPP management and state pension optimisation, we ensure financial security during retirement years.
Life Assurance
Our life assurance policies protect dependants against financial hardship. We offer term life, whole life, and critical illness cover. Policies are customised to individual circumstances, ensuring appropriate coverage levels while considering tax implications and estate planning needs.
Income Protection
We provide income replacement solutions for illness or disability. Our policies ensure regular cash flow during extended absences from work. Coverage includes occupational and non-occupational injuries, with options for short-term and long-term protection tailored to personal circumstances.
Investment Advice
Our investment strategies focus on risk-appropriate portfolio growth. We offer diversified solutions across equities, bonds, and funds. Clients benefit from regular performance reviews and access to platforms like Aegon and Hargreaves Lansdown for transparent portfolio management.
Business Protection
We safeguard businesses against financial risks through key person insurance and partnership protection. Our solutions ensure business continuity during unexpected events. Services include shareholder protection plans and relevant life policies tailored to company structures and succession planning needs.
People
Arthur Dodds
Director
Graduated from Queens University in 1984 with an Economics degree. Specialises in tailored lifestyle planning for high net worth individuals. Brings 30+ years of corporate and individual client experience to strategic financial planning.
Carol McDowell
Practice Manager
Over 30 years in financial services across multinational and boutique firms. Focuses on seamless client experience delivery. Manages operational excellence while maintaining deep technical knowledge of financial planning processes.
Clare Pollock
Client Support
Chartered Financial Planner with engineering background. Specialises in making complex financial concepts accessible. Provides clear guidance on investment strategies and future planning for diverse client needs.
Mark Dodds
Client Support
Chartered Financial Planner with decade-long tenure. Completed Advanced Diploma in Financial Planning. Focuses on client education and confidence-building through transparent communication and evidence-based financial strategies.
Hannah Mark
Client Account Manager
Experienced client relationship manager with journalism background. Specialises in innovative finance product education. Combines customer service expertise with technical financial knowledge to support client portfolio management.
Questions
What financial planning services do you offer?
We provide pension planning, life assurance, income protection, investment advice, and business protection solutions tailored to individual and corporate client needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No 760570) and adhere to UK financial regulatory standards.
Do you work with high net worth individuals?
Yes, we specialise in tailored financial planning for high net worth clients, focusing on complex pension structures, estate planning, and sophisticated investment strategies.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with Advanced Diplomas, ensuring industry-recognised expertise in regulated financial planning services.
