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.

<Apr 2018>
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Apr 21

No events today
I had recently finished my VT year and had started ­working as an associate at a practice just outside Aberdeen. I asked several other dentists in the area and the only name people spoke was Dodd & Co. I have been with them for two years now and their ­service has been impeccable. So far everyone I have dealt with has been friendly, knowledgeable and helpful. They have answered every one of my questions promptly (no matter how stupid they may have been) and have given me great advice regarding many aspects of our taxation system. I have had and will have no qualms in recommending them to anyone else in our profession.
-- Stuart Crook