David's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 23 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 35 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 10 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
12 days ago
Overall
Please provide a brief comment about your experience with David
Polite, friendly, punctual and easy to communicate with.
First impression
by a VouchedFor user
25 days ago
Overall
Please provide a brief comment about your experience with David
Introduced himself clearly and the TPO offering
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
David was pleasant and easy to talk to. I gained a good idea of the service that the PO offered and this helped me navigate a few questions I had.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
Davis was very helpful on first meeting. Options were explained clearly.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to tidy up financial arrangements which had accumulated over many years.
How has David Dodgson helped you?
Cash flow planning, credible investment management offerings
Have you seen the outcome you were hoping for?
Yes