David Rodricks — Independent Financial Adviser in London
About David Rodricks
David Rodricks is a Financial Adviser at Foster Denovo with more than a decade of experience in personal financial advice. He works with individuals and business owners, helping them turn their ambitions into structured financial plans designed around their short- and long-term objectives. David takes a client-led approach, starting by understanding what each person wants to achieve before developing a tailored strategy to help make those goals a reality. He works with clients from a wide range of backgrounds and believes financial advice should be personal, practical and flexible enough to adapt as circumstances change. His professional background gives him a particularly broad perspective. 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 first-hand insight into the opportunities and challenges faced by business owners. For David, the most rewarding part of financial planning is helping clients make meaningful progress towards their goals. Many of his new relationships come through referrals, which he sees as a reflection of the trust clients place in his advice and the long-term relationships he builds. 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 fulfilling balance between family life and his career.
Services
- Retirement planning
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Protection Planning
- Mortgages
- Investment Management
- Inheritance Tax Planning
- Tax Planning
- Pension 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 is FCA-verified (firm: Foster Denovo).
Frequently Asked Questions
Is David Rodricks an FCA-regulated financial adviser?
Yes. David Rodricks is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does David Rodricks offer?
David Rodricks offers Retirement 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?
Fees vary depending on the service, the complexity of your situation and the assets involved. David Rodricks 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 adviser?
David Rodricks is an independent financial adviser, 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?
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 directly through the contact form.
Does David Rodricks work with clients outside London?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. David Rodricks is based in London but you can confirm preferred meeting locations and video options when you book your initial call.