DODD WEALTHCARE - Key Persons
Andrew joined the firm in 2006 after finishing his Agriculture degree at Newcastle University. After passing his chartered exams in 2009 he moved into the firm's farming department where his experience working on farms has helped him to provide clients with sound advice. Andrew became partner in 2016.
Andrew specialises in the farming industry and looks after a wide range of family farms and farming companies advising on accounts, VAT, tax and general business queries. He devises and implements structures to maximise tax benefits as well as developing strategies for growth.
In addition to this Andrew also specialises in the renewables sector and advises clients on a wide range of projects, including wind turbines and anaerobic digester plants, advising on business planning, obtaining finance and minimising tax.
Heidi Marshall is one of Dodd & Co's healthcare partners whose knowledge and experience covers more than 1,000 clients in the sector.
Heidi has completed her Diploma in Regulated Financial Planning and being a member of the Personal Financial Society Heidi takes a particular interest in assisting her clients with succession planning. She has been at the forefront of dental financial and taxation issues for the past 10 years and she is widely recognised on a national basis as one of the industry leaders in this sector. She regularly advises dentists from all over the UK on mergers, acquisitions and takeovers.
Jonathan has been part of the team at Dodd & Co for over 15 years, after joining straight from school!
Specialising in personal tax and trusts and estates, he qualified as a Chartered Tax Adviser in 2011 and qualified as a Trust and Estate Practitioner (TEP) in 2013.
When he's not advising clients on their tax affairs, you'll find Jonathan playing cricket, spectating at the football, or making golf look extremely difficult over the weekends.
Job Titles:
- Chartered Financial Planner
Chartered Financial Planner, Nathan has over 25 years of experience as a financial adviser working with a whole range of different clients offering tailored services to properly meet each individual client's needs.
Working as an independent financial adviser alongside an established accountancy practice has always been the ideal situation for Nathan as it means he isn't tied to advise on the products of only one company and Nathan passionately believes the best advice, can only be truly independent advice which is exactly what Dodd Wealthcare offers.
Simon is one of Dodd & Co's tax partners who specialises in both personal and corporation tax.
Simon deals with the complex tax affairs for many of our corporate clients, ensuring their business structure is as tax efficient as possible. He advises on the most efficient methods of profit extraction for family businesses to ensure overall tax liabilities are kept to a minimum. He also acts for many professional partnerships, particularly those in the medical and dental profession and has a keen understanding of any associated capital tax issues.