David Dodgson

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

Wanted to switch my pension

How has David Dodgson helped you?

Found a new pension provider /funds/Sipp light

Have you seen the outcome you were hoping for?

Still in progress - only been a year but the outcome of a new pension provider has been achieved, yes.

What could they have done better?

Some of the admin/attention to detail and comms could have been better.

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

The need to implement retirement options.

How has David Dodgson helped you?

David has provided clear explanation of pension and other investment opportunities available to me and my family.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with David

We had a good 1st call with David, I had sent some key information and this led to a more in-depth conversation, I was reassured about my own planning through the tools David had to hand and I could see I could get to a very granular level of detail with David by moving forward with them to the next discovery step.

Please provide a brief comment about your experience with David

Excellent meeting and David’s advice and guidance was extremely helpful

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

I was previously with SRLV but recognise the benefit of having professional advice so was happy to meet TPO and David.

How has David Dodgson helped you?

David is a trusted advisor who has helped both myself and my wife to prioritise our financial affairs particuclarly as we are approaching my retirement - with the implications that will have for our finances going forward.

Have you seen the outcome you were hoping for?

We are working with David to prepare things for the next phase and outcomes.

What could they have done better?

n/a