David Patrickson Email and Phone Number
David Patrickson work email
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David Patrickson personal email
As one of only a small number of Resolution Accredited Financial Advisers, my role is to assist Family Lawyers & their clients through the minefield of finances during divorce or separation. In particular the complex area of Pensions & Divorce.I have over 30 years experience in Financial Services, starting with a national life office and culminating with my current position. In addition to the Resolution Accreditation I am also a Chartered Financial Planner & Certified Financial Planner. I have 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 Chartered Financial Planning firm as well as being 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.
Ideal Financial Management Ltd
View- Website:
- idealfinancialmanagement.co.uk
- Employees:
- 8
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Chartered Financial Planner And Certified Financial PlannerIdeal Financial Management LtdDoncaster, Gb -
Chartered Financial Planner & Certified Financial PlannerIdeal Financial Management Ltd May 2002 - PresentChartered Financial PlannerCertified Financial PlannerPension Transfer SpecialistResolution Accredited Financial AdviserIndependent Financial AdviserIFALifestyle Financial PlanningCash Flow ForecastingFinancial Planning on DivorceTrustee InvestmentsWealth ManagementCFP -
Independent Financial AdviserIdeal Financial Advisers Ltd Feb 1994 - Nov 2002Independent Financial Adviser (IFA)
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Financial AdviserPrudential Assurance Co Ltd Feb 1988 - Jan 1994Financial Adviser
David Patrickson Skills
David Patrickson Education Details
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Don Valley High School
Frequently Asked Questions about David Patrickson
What company does David Patrickson work for?
David Patrickson works for Ideal Financial Management Ltd
What is David Patrickson's role at the current company?
David Patrickson's current role is Chartered Financial Planner and Certified Financial Planner.
What is David Patrickson's email address?
David Patrickson's email address is da****@****t.co.uk
What schools did David Patrickson attend?
David Patrickson attended Don Valley High School.
What are some of David Patrickson's interests?
David Patrickson has interest in Golf, Football, Equestrian.
What skills is David Patrickson known for?
David Patrickson has skills like Wealth Management, Pensions, Strategic Financial Planning, Wealth, Inheritance Tax Planning, Financial Advisory, Financial Planners, Retirement Planning, Financial Planning, Income Protection, Investments, Financial Services.
Who are David Patrickson's colleagues?
David Patrickson's colleagues are Neil Woods, Mick Mason, Sonal Toraskar, Ben Butcher, Neil Woods, Shaun Woodcock Dipfa, Brian Butcher.
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