David Dodds

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My profile

“Helping you plan a route to financial independence based on your story”

I am dedicated to listening to my clients and providing them with the solutions they need to meet their financial goals. Using my experience, I tailor holistic financial planning to deliver what’s important to them. 

My qualifications are AF7, AF1 and level 4. 

I always start by really getting to know my client and asking them how they want their money to work for them over the short, medium and long term. I believe that by asking good questions and working together, I can guide them to their desired financial outcomes.  

With over 38 years of demonstrated success, I have consistently guided clients towards achieving their goals, while steering clear of potential financial pitfalls. My unwavering focus is entirely on my client, prioritising their needs over generic products or plans. 

I have been fortunate to be backed by an exceptional team of individuals who play a pivotal role in enabling me to dedicate quality time to my clients. This support system not only enhances the efficiency of our operations but also allows me the freedom to focus on building meaningful relationships with each client. 

I left the RAF Regiment in 1985 and joined the life assurance industry before becoming a financial planner. I started Wade Financial in 1987 and helped grow the company to be listed in the top 100 Financial Times financial planning firms, all the way through to a successful sale. I am a speaker and coach and an author of a book about how to build a successful IFA business whilst using lifetime cash flow planning. 

Family is extremely important to me, and my wife and four children have been at the center of everything I work for. I am a UEFA B football coach and run a women’s football team. I am now the Chairman of West Allotment Celtic FC; a semi-professional club. I am also the secretary and trustee of West Allotment Juniors which is a registered charity. 

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.