1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. David Rodricks - Quilter Financial Advisers

David Rodricks - Quilter Financial Advisers

Restricted - Whole of Market  3A Wickham Gardens, London, SE4 1LY
First meeting at adviser's own cost
My aim is to help clients avoid making the usual mistakes by guiding them to make the right money choices. I don't charge for the initial discovery meeting.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr David Rodricks

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
I needed advice about buying a commercial property and the possibility of a bridging loan. He gave me all the help I needed to be able to make a sensible decision. Many thanks David for all your help, both to me and to others I recommended to you. You are very helpful, knowledgeable and patient!
Mrs A Jordan, Orpington
Given my personal circumstances, I was really dreading how long winded and potentially time consuming I thought this process was going to be but David made what could have been quite confusing and stressful process really simple and informative, which really helped taking all the pressure off. The whole process could not have gone smoother.
Mrs A Anenden, London
David has a vast depth of knowledge and life experience that he brings to the table when offering advice and proved to be an excellent guide when it came to my making my financial decisions. He is also very friendly, reliable and generous with his time thoroughly explaining all our options on several occasions he went that extra mile. He is also a qualified accountant which gives his expertise an “extra dimension”.
Ms J Perera, London
More great mortgage advice, speedy service and can-do attitude. Easy to contact for adhoc advice. Been really helpful in getting my head around the world of finance!
Ms L Spencer, London
About us

Quilter Financial Advisers is one of the most respected and trusted Brands in the UK advice sector. Our purpose is to help you to achieve your aspirations through expert financial planning.

Our services

Your need for financial advice and planning lasts a lifetime, and it’s my job to be there every step of the way. All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement. I believe you should feel confident about paying fees, therefore all my initial discovery meetings are without charge.

Where to find us
Head office address: 3A Wickham Gardens, London, SE4 1LY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

• Trusts and buy to let are not regulated by the Financial Conduct Authority.
• Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
• Tax treatment varies according to individual circumstances and is subject to change

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Martin O'Brien - True Potential Wealth Management
Restricted - whole of market 0.09 mi
My passion is to help my clients increase their wealth, exceed their financial goals and have happy and fulfilled retirements. This ethos has always been at the heart of my business. I have specialisms in Defined Benefit and At Retirement advice.
 
See profile
Humboldt Financial
Independent Financial Adviser 0.11 mi
We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
 
See profile
Rod Smith - Pension Transfer Specialist at Lighthouse Financial Advice Ltd
Restricted - whole of market 0.13 mi
I am a Pension Transfer Specialist. I deal with advice on complex defined benefit pension issues and wealth and retirement planning. Please contact me for an initial no obligation chat about your situation.
 
See profile
Khalid Mahmood
Independent Financial Adviser 0.13 mi
Independent Chartered Financial Adviser, specialised in Pensions, Retirement Planning, Investments, Tax efficient Investment, Life Insurance. Our first meeting is free.
 
See profile