David Rodricks

What is your average day like:‍

My day generally starts at 9:00 am and finishes at 7:00 pm, with occasional weekend work, especially around year-end. I split my day into four main blocks. The first two hours are dedicated to emails, calls with colleagues, and addressing any urgent matters carried over from the previous day. Following this, I spend time “prospecting,” reaching out to potential clients and referrals who have requested a chat. The next two hours involve internal meetings at Foster Denovo, including fulfilling training and CPD requirements, as it's essential to stay updated on industry changes. The final two hours are devoted to writing and reviewing client reports and catching up on admin—there’s always plenty to manage! Outside work, I enjoy staying fit with gym sessions and Tai Chi classes. I also love travelling and am always on the lookout for deals to far-flung destinations off the beaten track.

What do you like most about your job?

A huge part of my role is guiding and educating clients to make informed financial decisions for themselves and their families. Over time, as we achieve success together, trust naturally deepens. My goal is always to be their “go-to” trusted adviser throughout their lifetime and to carry on supporting the next generation. There’s truly no better job satisfaction!

How long have you worked in Financial Services

15 years.

Meet David

What David's Client's Have to Say

David’s management of my pension has been exceptional. My initial drawdown met expectations, and his ongoing advice is always welcome.

David's advice has been invaluable for consolidating my pensions. Every meeting is thorough and has helped me reach my goals smoothly.

David provided clear, expert mortgage and pension advice, making complex decisions easy. We feel confident and well-supported in our financial planning.

David seamlessly consolidated my old company pensions with valuable advice and comprehensive reports. Achieved exactly what I hoped for and more

David’s approachability and expertise in managing my pension stood out. I am very pleased with the outcomes and his dedication to client needs.

David Rodricks is a Chartered Financial Planner and Partner at Foster Denovo in London, bringing extensive expertise to financial planning and advisory.

Expertise and Services

David works with individuals and business owners, tailoring financial plans to meet both short- and long-term needs. His areas of expertise include:

Retirement planning
Tax-efficient strategies
Investment protection
Mortgage advice

Professional Experience

With a career spanning over a decade, David’s background includes experience as a Pension Specialist with Quilter Financial Advisers and significant knowledge of the property sector. This combination enables him to provide comprehensive financial guidance that is both strategic and adaptable.

Client-Centric Approach

David is known for his proactive and client-focused approach to financial planning. He ensures clients remain updated on their portfolios and equips them with the insights needed to make informed decisions.

Building Trust Across Generations

David’s dedication to building lasting relationships has made him a trusted adviser for families and businesses, helping them navigate the complexities of wealth management and secure their futures with confidence.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.