David Rickards Financial Planning

Reviews

1. Kristoff ★★★★★

   David has been our independent financial advisor for a few years now and he is genuinely independent purely making recommendations on what we could do with our finances with no sales pressure or requirement to take on products that either don’t benefit us or we aren’t interested in. His approach gives us full trust that he has our interests at the centre of what he does and we are genuinely better off and our finances are more focused as a result of his support.

   1 month ago
2. dawn fear ★★★★★

   David is a highly experienced professional but provides a warm friendly approach to all aspects of financial planning. Very knowledgeable and provided alternative options best suited to my needs. Highly recommend speaking to him!

   almost 2 months ago
3. Peter Mitchell ★★★★★

   ​David is a professional and knowledgeable financial advisor who has helped us make many positive financial decisions over the years we have been working with him. We would highly recommend his services.

   almost 8 months ago

1. Katie Deacon ★★★★★

   I really can't recommend David highly enough. Taking the time to truly listen and understand my circumstances helping me to secure the right critical illness and income protection cover, David was patient and exceptionally knowledgeable. His expertise is second to none and he's undoubtedly a consummate professional. Thank you David.

   almost 8 months ago
2. Emma Evans ★★★★★

   Having received financial advice from David for several years now, I am absolutely reassured that my husband, young son and I are in the best hands when it comes to planning for the future. For a subject matter that can be complex and come with a degree of risk, David is very good at presenting clearly the wider financial landscape and the best options for our particular circumstances. Having regular review meetings with David means that we can continue to maximise our opportunities and tweak our plans to make sure they work well for us in the longer term.

   1 year ago
3. Clare Antcliff ★★★★★

   David has been providing financial advise to my family for a couple of years now. He is always very helpful, honest and professional. When a unexpected life event came along David provided trusted guidance and support to the family across a number of planning areas.

   almost 3 years ago

1. James Evans ★★★★★

   David is an exceptional financial planner and manager. His knowledge, his skill in translating complex information into simple messages, and his focus on what's right for me is as reassuring as it is insightful. That would be enough for five stars, but David is also approachable and relaxed in manner; yet dedicated, careful and determined in approach. He will find the best financial solutions for you, and make you feel confident in your decisions. Not pushy; not working to his own agenda; he's on your side.

   almost 3 years ago
2. Toine van Beek ★★★★★

   David is an absolute professional who is dedicated to get the best solutions for his clients. He’s knowledgeable and provides high quality advice. I’m very pleased to have David as advisor. I would recommend David as financial advisor.

   almost 4 years ago
3. Lindsey Lee ★★★★★

   A few years ago David took over the management of my work pension but has since advised me and my husband on a range of financial issues including savings and investments for us and our children. He has always taken the time to fully understand our needs so he is able to recommend the best products to suit our needs and circumstances. He is open and transparent and acts with integrity. He's also a genuinely nice guy! We would highly recommend David to anyone seeking support with their financial planning.

   almost 4 years ago

1. Ian Martin ★★★★★

   David Rickards has helped me over the last few years plan my retirement and get my pensions from my pension schemes for my 60th birthday. His attention to detail and the way he has worked with me helps me understand about finances and my on going financial planning in my early retirement and all being well for many years to come. After each meeting or phone call there is a follow up letter or email sent to me . Over the last year we have texted or sent emails if I have had any issues or concerns over my pensions. I would recommend David to anyone wanting professional Financial planning. Ian.

   almost 4 years ago

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