David's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 22 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 10 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
9 days ago
Overall
Please provide a brief comment about your experience with David
First class. Would recommend David to anyone who requires his advice & services.
First impression
by a VouchedFor user
12 days ago
Overall
Please provide a brief comment about your experience with David
We had a good first impression, David was professional informative and friendly to deal with. We look forward to our meeting.
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with David
David is both professional and knowledgeable in his field. He answered all my questions and helped me understand some complex concepts effectively.
First impression
by a VouchedFor user
23 days ago
Overall
Please provide a brief comment about your experience with David
Very good first conversation. He understood what I needed and identified a way to take things forward. He was transparent in his responses.
Review
by a verified client in Hampshire
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has David Dodgson helped you?
It is helpful to have someone independent of family to discuss financial issues. As I am now a widow it feels very helpful to have built up a relationship over a long-enough time period so there is a high level of trust. David listens and communicates well without being patronising.
Have you seen the outcome you were hoping for?
I have no financial worries at this moment