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
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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
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
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
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
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
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
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    Telephone
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    Online (Live chat, video, email)
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    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

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