David Dodgson

David Dodgson

The Private Office

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Haslemere
View location
Top Rated 2026
Verified since: November, 2018
4.7 out of 5

218 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 October 2026

    David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    David has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 September 2026

    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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 113

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with David

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 113 first impressions)

About

I am one of the Partners in our London office with a particular focus on advising on complex financial planning and intergenerational wealth planning. When providing advice my primary aim is to assist clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering. I am a strong advocate of the use of cash flow modelling to provide a context for informed, ongoing, financial decision making within a lifetime financial plan. My approach to advice has proved successful for various types of client. However I have experienced particular success in providing financial advice that focuses upon achieving optimal financial outcomes during divorce negotiations and post divorce settlement. My ability to demystify the complexities around pensions on divorce has proved of great value to both clients and matrimonial solicitors. I am a Chartered Financial Planner and have been providing financial advice for over 20 years, having spent the 15 years prior to joining TPO with Baker Tilly Financial Services and Towry. My weekends are dominated by ferrying my son to football and clearing up after my daughter’s pony!