Clearwater Financial Services - here to help you with your financial needs
About us
• Clear Water Financial Services was founded by David Rodricks. The staff at Clearwater have comprehensive knowledge of the financial sector means we are able to offer our services at a very reasonable cost.
• Clear Water Financial Services Ltd - Head Office - 22 Walpole Road, Bromley, Kent BR2 9SF.
• We can be contacted on the following -
Phone David - 07747 635825 or Phone Mark - 07719 994312
David Rodricks BA (Hons), CeFA, CeMAP, CeRER, FCCA Financial Planner (non-investment) and Managing Director
David started his career as a Chartered Certified Accountant in Industry and Commerce and became a Board Director in a private health care company by the age of 35. In the last ten years he specialised in Corporate Financial Management and then Personal Financial Planning for individuals and businesses before setting up Clearwater Financial Services Limited with Mark Watkins at locations in Bromley, Kent and Hastings, East Sussex in 2009. David presents seminars in Financial Capability and Personal Financial Planning on behalf of the FSA and offers his clients free Financial Training in the workplace. He has over 30 years of experience in Financial Services.
David lives in Bromley with his partner and son; and has until recently been a Trustee for a prominent London Charity for disadvantaged women. He lists “Networking” and French-living as hobbies.
• BA Hons - Business Studies 2.1 Hons degree
• CeFA - Certificate in Financial Advice
• CeMAP - Certificate in Mortgage Advice and Practice
• CeRER - Certificate in Equity Release
• FCCA - Member of the Association of Chartered Certified Accountants
• FSA - Financial Services Authority
E-mail Mark
Please feel free to email me with any question
click above to send email...