Dodd Wealthcare has welcomed Dan Gawith, their fifth independent financial adviser, to their growing team at the Carlisle office.
Formerly a manager at DPD, Gawith embarked on a career change during Covid, undertaking the rigorous CII Level 4 Diploma in regulated financial planning, which he achieved earlier this year.
Mr Gawith said: “I’m really looking forward to working with the team at Dodds and working with the range of different clients, putting plans in place to help them realise their goals, whatever they may be.
"Working for a truly independent financial advice offering means being able to really tailor the plan to suit their objectives and make sure the solution is the perfect fit for the client.”
Nathan Glaister, independent financial adviser and director of both Dodd Wealthcare and Dodd & Co Accountants, expressed his pleasure at Dan's appointment.
According to him, the firm has experienced consistent growth since its establishment in 2015.
He said: "We are delighted to welcome Dan to further strengthen our team.
"Our expansion is testament to the levels of service that we offer and we are delighted that Dan is coming on board so that this can be rolled out to more clients."
Mr Gawith's addition to the team aligns with Dodd Wealthcare's ongoing trajectory of success and expansion, the company said.
The company prides itself on providing comprehensive financial advice thanks to their dedicated team of five advisers, ten support staff members and works in collaboration with almost 200 employees from their sister company, Dodd & Co Chartered Accountants.
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