I help my clients achieve better investment results, with better managed risks, by focusing on the key, long-term investment issues that really make a difference. I then give clear, practical advice on how to tackle them.
By working collaboratively with my clients they feel they have a better understanding of their investment objectives and how they are going to meet them. This generally involves setting not just today's investment strategy, but also understanding how this might change over time.
I'm proactive in bringing new investment ideas to my clients so they can enhance their returns as opportunities arise.
While I have a particular focus on setting and implementing investment strategy, I also advise on a wide range of investment issues including investment manager selection, asset transfers and performance measurement. My clients include pension schemes of companies in the retail, finance, insurance, IT and engineering sectors and those with parent companies in Japan and the US.
Lee Dodds has demonstrated a strong technical knowledge alongside a sensitive, honest and common-sense approach throughout his time advising our trustee board.
How I can help
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