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.

Paul Dodd

56 Doubleday Drive, Heybridge, Essex, CM9 4TL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

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.

Paul Dodd
PMD Financial Planning
07795 482205