David Rodricks - Quilter Financial Advisers
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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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
Last authorised 16th May 2022
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
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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
