Rickards Financial Planning - Nottingham

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.

Steph Beeston-Clarke

David took the time and care to really understand what our current situation is and where we'd like to be in retirement, and only suggested investments that were suitable for us and aligned with our plans.

The review process was excellent, to make sure we're still on track, and David's ongoing understanding and 'what if' analysis has really put our minds at rest that everything is in hand.

On top of that, the investments are performing very well and beyond our expectation since moving over to him.

If you want someone to care as much about your pensions and investments as you do, then I'd highly recommend you have a chat with David ?.

Cate Court

David was punctual, personable and professional. He quickly analysed our financial situation and recommended an appropriate course of action. We are very grateful to him for his help.

Sue H

I have been using David for years and he has always been thorough, honest, explantions are clear and easy to understand.
I would have no hesitation in recommending his services.

Instinct HR

Finding a financial advisor to trust with your pensions and investments is a big step, so it’s been a pleasure to develop a strong trusted relationship and friendship with David through the local business community over the last 3-4 years. David has provided exceptional support and advice to our business and family members, and his communication and work ethic are superb. Thanks for all of your support.

Elizabeth Payce

I had the pleasure of talking with David about my pensions recently. David explained my pensions clearly, and went through different scenarios. I came away much clearer on my options going forward. David gave me invaluable advice and I know others will benefit from David's expertise. Thank you David for your kindness and insights.

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.

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.