An Associate Partner Practice of St. James's Place Wealth Management

PMD Financial Planning

Paul Dodd

DipPFS, IMC
Having spent 30 years in the financial services industry I know how important it is to offer my clients a high-quality service. Regular reviews of solutions that are put in place for clients means together we can build a long-term relationship that provides a source of trusted advice as their financial needs evolve over the years.

About

PMD Financial Planning is based in Heybridge, on the outskirts of Maldon in Essex and offers financial advice to clients in East Anglia and London.

I offer a holistic approach to financial planning that is based on providing the best solutions for my clients at all times. I take time to ensure that my clients understand each step we take together and keep them updated on how they are progressing towards their financial objectives with regular review meetings. Clients often contact me with their questions and concerns about topical financial events they may have read about or seen on the news, and I am more than happy to spend the time to talk to them.

I have lived in the local area since 1982 and went to school locally at the Plume in Maldon.

My career in financial services started in 1987 and over the following 30 years I have worked mainly in East Anglia and London. This was initially for large insurance companies and more recently as an adviser based in the City of London. In 2017 I was invited to join St. James's Place Wealth Management as an Associate Partner and I took the opportunity to establish PMD Financial Planning.

In my spare time I enjoy spending time with my wife Donna and our two dogs. Our children are grown up however, as most parents will know they still take up a lot of our time! We enjoy travelling to new places and I enjoy playing golf when the time permits.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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Made me think about where I want to be e.g. Financially & retirement. Thorough review of income and expenditure, now and future to determine when I would retire, subject to saving etc. Now have a plan that I’m working towards and hopefully will achieve.
J. Shkreta |Basildon

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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.