David
O'Doherty

WHO I HELP

Private individuals. Families. Business owners. Executives.

HOW I HELP

Retirement planning. Wealth building. Investment planning. Inheritance planning. Life transition support.

“BRINGING PURPOSE AND CALM TO FINANCIAL PLANNING”

David O’Doherty is a Financial Planner based in our London Gatwick office, working with clients who are building wealth, preparing for retirement, or navigating major life changes such as selling a business, inheriting assets, or changing careers.

FOCUSED ON WHAT MATTERS MOST

“When I meet a new client, I want to understand what their ideal life looks like and what they want to achieve. That bigger picture shapes every plan we create together. I believe it’s important for clients to know they have someone they can pick up the phone to, someone who will take the time to talk things through and help them see the options clearly. Clients know I’ve got their back, no matter what.

One client I was introduced to recently had come to us through a handover. Choosing to call and have regular conversations rather than send information over email meant we built a stronger relationship quickly. That early trust made it easier to work through their priorities and move their planning forward.”

HELPING CLIENTS FEEL MORE IN CONTROL

“The most satisfying moments for me are when clients realise they can do something they thought was out of reach, whether that’s retiring earlier than planned, taking more time for family, or funding a new venture. Sometimes, it’s not about a big decision at all; it’s about leaving a meeting feeling lighter because they’re no longer worrying about things being worse than they are.

I’ve seen people close to me worry about money, and I wanted to take those financial worries away from them. It struck me how powerful it can be to be able to help people navigate their financial decisions with confidence. I’ve now experienced the impact of showing someone they are in a stronger position than they expected, and how their confidence can change the way they approach everything else in life. Ultimately, I aim to support as many people as I can.”

A CLIENT FIRST APPROACH

“Our team’s collaborative culture is a huge part of why I enjoy my role. I’m surrounded by people who are committed to supporting one another and doing the right thing for our clients. That shared focus means we can offer the breadth of advice and reassurance people need when they’re making important decisions.”

STEADY GUIDANCE THROUGH CHANGE

“Managing uncertainty is one of the biggest challenges in financial planning. Markets shift, legislation evolves, and life can take unexpected turns. My approach is to create adaptable, resilient plans that give clients confidence no matter what happens. Regular reviews and open conversations keep everything relevant and on track.

A common misconception about my profession is that it’s all about investments. For me, investments are just one part of the process. It’s about setting clear goals, building a plan to achieve them, and then using the right tools to make it happen.”

WHAT I BRING TO CLIENTS

“My clients describe me as empathetic, clear, and reliable. They know I will explain things in a way that makes sense, follow through on my commitments, and be there when they need me. Looking ahead, I’m particularly interested in how AI can make our processes more efficient, freeing up more time to focus on the conversations and planning that make the biggest difference.”