Marcus Dodds
Armstrong Watson Financial Planning & Wealth Management
Minimum savings/pensions: Over £100,000
0330 038 8942
Based in Carlisle
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 26 March 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
5
Recent Client Reviews
Marcus has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marcus has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Marcus has not yet added their qualifications to their profile
Qualifications not yet added
Marcus has not yet added their qualifications to their profile
Transparent Fees
Marcus has not yet added their fees to their profile
Fees not yet added
Marcus has not yet added their fees to their profile
24
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 24 first impressions)
96% of users who are not yet clients had a positive first experience with Marcus
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 24 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 26 March 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
5
Recent Client Reviews
Marcus has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marcus has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Marcus has not yet added their qualifications to their profile
Qualifications not yet added
Marcus has not yet added their qualifications to their profile
Transparent Fees
Marcus has not yet added their fees to their profile
Fees not yet added
Marcus has not yet added their fees to their profile
24
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 24 first impressions)
96% of users who are not yet clients had a positive first experience with Marcus
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 24 first impressions)
Providing Independent Financial Planning advice to individuals and business owners in the areas of Investing, Retirement Planning, Inheritance Tax as well as Personal and Business Protection. I’m committed to providing the best possible advice, service and support to clients and businesses, focusing on maintaining long-term, trusted relationships via a common sense, personalised approach. Armstrong Watson Financial Planning & Wealth Management is a Chartered firm and part of the wider Armstrong Watson group, with offices across Cumbria, Yorkshire, Northumberland and Scotland which means that where relevant, I am able to work with other specialists from the accountancy, tax and business advisory areas to ensure that solutions are tailored specifically to your circumstances. Visit our website to read our latest news articles, client testimonials and download our quarterly magazine.
Offers available through VouchedFor
Contact Marcus through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Marcus's clients
Based on responses provided by clients who have reviewed this adviser
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