David Patrickson

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Ideal Financial Management Ltd

member-icon Member

job-title-icon Financial Planner

address-icon 142 Thorne Road, Edenthorpe
Doncaster,
DN3 2LU,
United Kingdom

tel-icon 01302 880140

mac-icon http://www.idealfinancialmanagement.co.uk

  • Resolution accredited specialist
  • Offers free advice
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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.

http://www.sifa-centre.info/

Out of court services offered

Areas of work
Finances (divorce and separation)

Accreditations & memberships

Resolution accreditations
Pensions Cashflow modelling and budgeting Core - Part 1 - FA

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