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David Patrickson Email & Phone Number
Chartered Financial Planner and Certified Financial Planner
at
Ideal Financial Management Ltd
1 work email found
@idealfinancialmanagement.co.uk
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner and Certified Financial Planner
Location
Doncaster, England, United Kingdom
Company size
Who is David Patrickson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Patrickson is listed as Chartered Financial Planner and Certified Financial Planner at Ideal Financial Management Ltd, a company with 8 employees, based in Doncaster, England, United Kingdom. AeroLeads shows a work email signal at idealfinancialmanagement.co.uk and a matched LinkedIn profile for David Patrickson.
David Patrickson previously worked as Chartered Financial Planner & Certified Financial Planner at Ideal Financial Management Ltd and Independent Financial Adviser at Ideal Financial Advisers Ltd. David Patrickson studied at Don Valley High School.
Company email context
Email format at Ideal Financial Management Ltd
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*@idealfinancialmanagement.co.uk
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AeroLeads found 1 current-domain work email signal for David Patrickson. Compare company email patterns before reaching out.
Profile bio
About David Patrickson
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.
Listed skills include Wealth Management, Pensions, Strategic Financial Planning, Wealth, and 11 others.
Current workplace
David Patrickson's current company
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Ideal Financial Management Ltd
4 roles
David Patrickson work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner & Certified Financial Planner
CurrentChartered Financial PlannerCertified Financial PlannerPension Transfer SpecialistResolution Accredited Financial AdviserIndependent Financial AdviserIFALifestyle Financial PlanningCash Flow ForecastingFinancial Planning on DivorceTrustee InvestmentsWealth ManagementCFP
May 2002 - Present
Independent Financial Adviser
Ideal Financial Advisers Ltd
Independent Financial Adviser (IFA)
Feb 1994 - Nov 2002
Financial Adviser
Prudential Assurance Co Ltd
Financial Adviser
Feb 1988 - Jan 1994
Team & coworkers
Colleagues at Ideal Financial Management Ltd
Other employees you can reach at idealfinancialmanagement.co.uk. View company contacts for 8 employees →
NW
Neil Woods
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
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BB
Ben Butcher
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
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MM
Mick Mason
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
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BB
Brian Butcher
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
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SW
Shaun Woodcock Dipfa
Colleague at Ideal Financial Management LtdWakefield, England, United Kingdom, United Kingdom
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ST
Sonal Toraskar
Colleague at Ideal Financial Management LtdMumbai, Maharashtra, India, India
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NW
Neil Woods
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
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Neil Woods
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
View →
BB
Ben Butcher
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
View →
MM
Mick Mason
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
View →
BB
Brian Butcher
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
View →
SW
Shaun Woodcock Dipfa
Colleague at Ideal Financial Management LtdWakefield, England, United Kingdom, United Kingdom
View →
ST
Sonal Toraskar
Colleague at Ideal Financial Management LtdMumbai, Maharashtra, India, India
View →
NW
Neil Woods
Colleague at Ideal Financial Management LtdDoncaster, England, United Kingdom, United Kingdom
View →
1 education record
David Patrickson education
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Don Valley High School
FAQ
Frequently asked questions about David Patrickson
Quick answers generated from the profile data available on this page.
What company does David Patrickson work for?
David Patrickson works for Ideal Financial Management Ltd.
What is David Patrickson's role at Ideal Financial Management Ltd?
David Patrickson is listed as Chartered Financial Planner and Certified Financial Planner at Ideal Financial Management Ltd.
What is David Patrickson's email address?
AeroLeads has found 1 work email signal at @idealfinancialmanagement.co.uk for David Patrickson at Ideal Financial Management Ltd.
Where is David Patrickson based?
David Patrickson is based in Doncaster, England, United Kingdom while working with Ideal Financial Management Ltd.
What companies has David Patrickson worked for?
David Patrickson has worked for Ideal Financial Management Ltd, Ideal Financial Advisers Ltd, and Prudential Assurance Co Ltd.
Who are David Patrickson's colleagues at Ideal Financial Management Ltd?
David Patrickson's colleagues at Ideal Financial Management Ltd include Neil Woods, Ben Butcher, Mick Mason, Brian Butcher, and Shaun Woodcock Dipfa.
How can I contact David Patrickson?
You can use AeroLeads to view verified contact signals for David Patrickson at Ideal Financial Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did David Patrickson attend?
David Patrickson studied at Don Valley High School.
What skills is David Patrickson known for?
David Patrickson is listed with skills including Wealth Management, Pensions, Strategic Financial Planning, Wealth, Inheritance Tax Planning, Financial Advisory, Financial Planners, and Retirement Planning.
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