David Patrickson is an Independent Financial Adviser (IFA) at Ideal Financial Management Ltd
David has 25 years’ experience in Financial Services, starting with a national life office and culminating with his current position. David is both a Chartered Financial Planner & Certified Financial Planner, the only one in the Doncaster area.
David is an affiliate member of Resolution and am working towards the Resolution Accreditation for Independent Financial Advisers, and has appeared regularly in the Daily Express Money section in response to readers questions and also in the local press.
Ideal Financial Management Ltd is a member of SIFA, a body that encourages collaboration between solicitors and IFA’s, and we are listed on the Law Society endorsed directory of Professional IFA’s which can be found by visiting the following site.
David sees his role as working alongside professional connections and by utilising defined processes to create a clear audit trail in order to answer any difficult questions that may be asked in the future.
Specialties: David specialises in working alongside solicitors by using his expertise of Financial Services in order to reduce the risk to their practice and provide excellent service for their clients. In particular the areas covered are Financial Planning on Divorce together with Personal Injury & Trust work.