David Rodricks

“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 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.