David Dodgson

Please provide a brief comment about your experience with David

Clear concise information in a friendly manner

What were the circumstances that caused you to initially look for an adviser?

Divorce - needed to crystallize my pension

How has David Dodgson helped you?

In many ways. His calm authoritative approach and broad knowledge has been a real help

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

Significant cash resources, but wanted to seek ways to invest and manage funds for the future

How has David Dodgson helped you?

We have established a managed portfolio, structured to address tax planning as well as financial performance

Have you seen the outcome you were hoping for?

Yes. Performance in the last 12 months has been very good.

What could they have done better?

We are not aware of any gaps

Please provide a brief comment about your experience with David

Good introductory chat.

Please provide a brief comment about your experience with David

I had an initial conversation with David about IHT planning and was very impressed with the advice provided. David was helpful in explaining my options and I appreciated his frankness on the options available to me.