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Wealth Management

Achieve total peace of mind with our unique wealth management process delivered by our independent financial advisers.  This is our comprehensive program that helps you to manage your wealth in a way to identify, and then achieve, your IDEAL FINANCIAL LIFE.

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Pension Planning

Retire on time and on target with our retirement planning service.  We can help you work through your existing pension plans, identify your retirement goals and establish if what you have in place will do the job.  If not, one of our independent financial advisers and retirement planning specialists will make the appropriate recommendations.

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Investment Planning

Let our independent financial advisers help you to identify your investment goals so you can place the right amount of money in the right products.  Our investment program will help you maximise the returns within the level of risk you’re comfortable with. 

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Mortgage Advice

Whether you buying a new home or just want to get the best mortgage deal on your existing home, our experienced independent mortgage advisers can save you both time AND money.

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Protection Advice

Protecting yourself and your loved ones from life’s catastrophes is an important part of financial planning. Our advisers can help you identify the threats and show you how you can mitigate them with cost effective solutions.

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Services For Lawyers

We work closely with lawyers in the area’s of matrimonial issues, trusts and estate planning as well as investment planning.

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“Brian Butcher has helped us with our financial planning for several years now. Each year we go through a checklist to make sure we are doing the right things with our money. This has really helped us to progress financially and understand where we are in terms of achieving our goals”

Ryan Sidebottom, Professional Cricketer

“Absolutely amazing service. So helpful and proactive. I can’t thank the team enough especially Brian and Stephanie. Thank you so much for making such a stressful time much easier to manage.”

An Ideal Customer

“It’s been a pleasure dealing with Liane, couldn’t have asked for more, will be recommending her to friends and family.”

An Ideal Customer

“All the team are very polite and very helpful . And have the expert knowledge to guide the clients to the right products for them. Keep up the great service 5 star for me.”

An Ideal Customer

“The service was efficient and professional. Would recommend to anyone. Thanks again.”

An Ideal Customer

“Friendly and very efficient in dealing with our requirements, and we are very confident we will be looked after.”

An Ideal Customer

“The can do attitude by everybody I have dealt with at Ideal is so refreshing.”

An Ideal Customer

“The advisors are extremely knowledge, make time to answer questions, and make every effort to ensure that you fully understand the information. The admin staff are very warm and friendly. I don’t think there is anything that they could improve on.”

An Ideal Customer

“Very friendly and open approach to the process without feeling pressurised in any way.”

An Ideal Customer

“I was very pleased with the overall service, guidance and advice given from Ideal Financial Management. Having used the service before, it was an easy choice to make. The experienced approach from Brian and the determined drive from Ben meant that the mortgage application was successfully completed and I was well informed throughout all stages of the application. A great service and one I would recommend to others. You will certainly be seeing me again.”

An Ideal Customer

Established in 2002 and based in Doncaster, Ideal Financial Management Ltd is made up of 3 dedicated and highly qualified independent financial advisors, 3 independent mortgage advisers and 2 experienced technical and service staff.

Our specialist areas include wealth management, cash flow forecasting, investment strategies, pensions and retirement planning, financial planning & divorce, tax and estate planning, financial planning for professional sportspeople or media personalities, mortgages, health insurance and financial protection.

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The Great Pension Treasure Hunt

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June 25th, 2023|0 Comments

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Ideal Financial Management Ltd are regulated by the Financial Conduct Authority.  Our FCA number is 209535.