David Patrickson
Ideal Financial Management Ltd
Unavailable for contact through VouchedFor
Based in Doncaster
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am both a Chartered AND Certified Financial Planner working for Ideal Financial Management Ltd. I specialise in the matters of financial planning and divorce, I am one of less than 50 advisers in the UK to hold the prestigious Resolution Accreditation for Independent Financial Advisers. I also work with solicitors and legal representatives in the area's of trust planning and trustee investing At Ideal we believe that Financial planning is not about the next best product, but about YOU! We will work with you to help achieve the things that are important to you. I have been in the financial services industry for over 30 years starting with a national life office and culminating in my current role which started in 1994. I have appeared regularly in the Daily Express Money section in response to readers questions and also in the local press. On a personal note I live with my wife in Hooton Pagnell and spend most of my spare time as an "unpaid babysitter" for my grandchildren. I enjoy most sports and regularly follow Liverpool FC.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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