David Rodricks

What were the circumstances that caused you to initially look for an adviser?

I had the pleasure of working with David for my mortgage needs. From the very first consultation, they demonstrated exceptional knowledge, professionalism, and a genuine commitment to finding the best mortgage solution for me.

How has David Rodricks helped you?

David took the time to explain every step of the process, ensuring I fully understood my options. David answered all my questions thoroughly, and provided insightful advice tailored to my financial situation. What truly set David apart was his dedication and responsiveness. He was always available to address any concerns, promptly returned calls and emails, and went above and beyond to secure the best possible rate. Their transparency and honesty gave me confidence in my decisions.

Have you seen the outcome you were hoping for?

Thanks to David I was able to secure a... mortgage that suited my needs perfectly. If you are looking for a knowledgeable, trustworthy, and highly efficient mortgage advisor, look no further. I highly recommend their services to anyone in need of expert mortgage guidance.

What were the circumstances that caused you to initially look for an adviser?

Changes to my pension scheme requiring clarity.

How has David Rodricks helped you?

Explained everything very clearly to me.

Have you seen the outcome you were hoping for?

Yes, thank you.

What were the circumstances that caused you to initially look for an adviser?

The father of my children sadly passed away unexpected and left everything in his Will for the children. David was recommended and stepped in to help to build a plan on how best to use the inherence for the children when they reach to adulthood.

How has David Rodricks helped you?

He listened to our needs and built a well structured plan to invest the money in a most tax efficient way.

Have you seen the outcome you were hoping for?

It is still early days and our investment are for the long term.

What could they have done better?

David is the first and only advisor i have used so far therefore i have no one else to compare, but i find him trust worthy and seems to be very competent in what he does.

What were the circumstances that caused you to initially look for an adviser?

Divorce & purchase of new home

How has David Rodricks helped you?

I needed more information on the best and value for money insurance policy for myself. David was able to search and advised on the best/suitable products for me.

Have you seen the outcome you were hoping for?

Yes, I have

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Mortgage Advice and Life Insurance

How has David Rodricks helped you?

David helped myself initially, but has become an integral advisor to most of my close family. He has a wealth of knowledge, but a very down to earth character which makes him very easy to work with and very interesting to chat to.

Have you seen the outcome you were hoping for?

Yes. Have been advised by David for over 15 years now. Must be doing something right!

What could they have done better?

Nothing! Love the fact you always get to talk to David, rather than having to go through a PA, secretary or similar. Always keep it this way!