David Rodricks (Not in Use) — Independent Financial Advisor in London
About David Rodricks (Not in Use)
David Rodricks is a Financial Adviser at Foster Denovo, where he helps individuals and business owners create tailored financial plans designed around their short- and long-term goals. With more than a decade of experience in personal financial advice, David combines technical expertise with practical business experience to help clients make confident decisions about their financial future. David began his career in accountancy, qualifying as an FCCA, before moving into financial advice. He also has experience running businesses, including his own estate agency, giving him a valuable understanding of the financial pressures and opportunities faced by business owners. This commercial perspective complements his financial planning expertise and enables him to take a practical, joined-up approach to client advice. His areas of focus include retirement and pension planning, protecting investments and savings, tax-efficient financial planning, mortgages and financial protection. David is particularly interested in understanding the wider picture behind each client's finances, whether they are preparing for retirement, protecting their family and assets, or making important decisions about property and business wealth. David believes financial planning should be personal, clear and focused on outcomes. For him, the most rewarding part of the profession is helping clients turn their financial goals into realistic plans and seeing those plans make a meaningful difference to their lives. Outside of work, David enjoys keeping active through gym workouts and swimming, as well as playing golf and tennis. He is also a proud father to his 18-year-old son and values maintaining a healthy balance between his professional and personal life.
Services
- Retirement planning
- IHT planning
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Pension Planning
- Tax Planning
- Investment Management
- Business & Exit Planning
- Protection Planning
Qualifications
Fellow of the Association of Chartered Certified Accountants (FCCA) Chartered Financial Planner (ALIBF) Pension Specialist (AwPETR ) Certificate in Mortgage Advice and Practice (CeMAP)
Regulation
David Rodricks (Not in Use) is FCA-verified (firm: Foster Denovo).
Frequently Asked Questions
Is David Rodricks (Not in Use) an FCA-regulated financial advisor?
Yes. David Rodricks (Not in Use) is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does David Rodricks (Not in Use) offer?
David Rodricks (Not in Use) offers Retirement planning, IHT planning, Mortgages, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use David Rodricks (Not in Use)?
Fees vary depending on the service, the complexity of your situation and the assets involved. David Rodricks (Not in Use) will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
David Rodricks (Not in Use) is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with David Rodricks (Not in Use)?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message David Rodricks (Not in Use) directly through the contact form.
Does David Rodricks (Not in Use) work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. David Rodricks (Not in Use) is based in London but you can confirm preferred meeting locations and video options when you book your initial call.