fbpx

David Rodricks

Book a free initial meeting

My profile

“Empowering your financial journey”

As a Financial Adviser at Foster Denovo, I am committed to crafting a tailored financial plan with meticulous skill and expertise for my clients. It does not matter if your needs are short term or long term; complex or simple, I can use my versatile skill set to help meet the specific needs of both individuals and business owners. 

Main areas of advice: 

  • Retirement planning and pensions advice 
  • Protecting investments and savings 
  • Tax-efficient planning 
  • Mortgage advice and protection 

How I work

Your aspirations take centre stage in my approach. I start by understanding your ambitions and objectives, crafting a structured financial plan to help make them a reality. Whether you seek short-term solutions or long-term strategies, my expertise spans a spectrum of services, including: 

  • Lifetime financial planning using cash flow modelling 
  • Maximising returns on investments and savings 
  • Retirement planning 
  • Life risk protection 
  • Mortgage and borrowing advice 
  • Tax-efficient planning 
  • Inheritance tax advice using trusts and other strategies 

I have clients from all walks of life and no matter what, I’m here to help guide you through your financial journey. Many of my new clients come from referrals, which I believe is a testament to the trust and confidence they place in my professionalism and advice quality. 

Qualifications

Financial planner (Chartered ALIBF) 

Pension specialist (AwPETR) 

Mortgage specialist (CEMAP) 

About me

With a foundation in accountancy (FCCA) and previous experience in running businesses including my own estate agency, I transitioned to personal financial advice over a decade ago. My motivation stems from the satisfaction of helping clients achieve their financial goals.  

Passions and interests outside of work

Beyond the financial realm, I enjoy maintaining fitness through gym workouts, swimming, and participating in golf and tennis. As a proud father to my 18-year-old son, balancing personal and professional life is a source of fulfilment. 

Client Testimonials or Case Studies

Explore several testimonials from satisfied clients on VouchedFor, where I was honoured as one of the UK’s Top Rated Financial Advisers in 2023.

The value of your investment can go down as well as up and you may not get back the full amount invested. Investments do not include the same security of capital which is afforded with a deposit account. 

The Financial Conduct Authority does not regulate taxation and trust advice. 

Your home or property may be repossessed if you do not keep up repayments on your mortgage. 

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/.