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David Dodgson
David Dodgson
About
David is a Partner for The Private Office located in London, but also covering areas such as Leicester, Milton Keynes and Guildford. As an experienced adviser and a Fellow of the Personal Finance Society (PFS), he supports his clients with their financial needs and his primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.
David has expert knowledge in achieving optimal financial outcomes during divorce negotiations and post-divorce settlements. He has a great ability to demystify the complexities around pensions on divorce, and as a result, this has proved of great value to both clients and matrimonial solicitors.
In addition to his expertise in financial planning for divorce, David is also an Accredited Pension Transfer Gold Standard Specialist, helping to advise on the best course of action for potential defined benefit pension transfers.
With over twenty years of experience working in financial advice, David’s expertise is widely recognised and he has supported articles in publications such as The Times, International Adviser and the Financial Times. He has led and presented webinars on topics such as intergenerational wealth planning and retirement planning, where he makes complex financial advice subjects easier to understand. As a result of the valuable support he offers his clients, David has been a VouchedFor top rated adviser for the past few consecutive years.
When he is not providing his expert knowledge to his clients, David can be found ferrying his son to football and clearing up after his daughter’s pony!
Areas Of Expertise
- Financial planning in divorce
- Cash flow modelling
- Pensions and pension transfers
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Life & Pensions
- Diploma in Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. David works from our office in central London and has clients in areas such as:
David Dodgson locations
David Dodgson map
- Cheltenham
- Salcombe
- Gloucester
- Haywards Heath
- Ascot
- Wadebridge
- Banbury
- Esher
- Woking
- Godalming
- Ashtead
- Andover
- Faversham
At a glance
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Pension Transfer Gold Specialist
- Working in financial advice for over 20 years
As featured in
David has always been available to answer my queries and is very professional in his explanations. He has a calm and measured approach who is extremely knowledgeable in his field of expertise.
March 2024
He is very knowledgable and gives high quality advice. He has helped me to understand how to plan effectively for retirement and increase my wealth.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view David's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
David is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Articles by David Dodgson
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.