Phil Jackson

Independent Financial Adviser

  • Investments
  • Pensions
  • Protection
  • Savings
  • Tax & Trust Planning
  • Corporate Financial Planning

Having worked in financial services for over 16 years I have seen and been part of a very wide range of client service offerings. I have been part of direct sales team within a UK insurance company and have seldom felt that the client has genuinely been at the centre of the business proposition.

I am certain that high quality truly independent advice delivered consistently by a stable team of advisers who are motivated and committed to remain with a firm for the long term is the business model which best serves clients. It encourages the key values of integrity, honesty and consistency.

As Financial Planning Manager at Dodd Wealthcare I am proud to be part of a business which values the retention of quality staff and is committed to the highest level of client care both at the outset and throughout the relationship.

This feeling of pride and confidence in our ability to deliver creative and appropriate client solutions means that I have never felt more positive about talking to prospects and intermediaries about the value that we can add.

The businesses and individual clients I deal with are asked to provide feedback regularly and they tell me that we clearly understand their needs well and that they have confidence in us to be their “partners” in their respective financial journeys.

<Nov 2017>
MTWTFSS
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Nov 20

No events today
Jane Short is fantastic!!! She has helped us so much, she replies to emails straight away and is so helpful. However, all the team at Dodds Penrith are brilliant, from the first person you speak with on reception, nothing is too much trouble and everyone has time to deal with any questions you may have.
-- Thomas Soulsby