Our unique wealth management process deals with all aspects of your financial planning.It helps you to manage your wealth in a way so you can identify, and then achieve, your IDEAL FINANCIAL LIFE. Designed for clients with minimum investable assets of £250,000.
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Life Assurance & 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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“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”
“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.”
“It’s been a pleasure dealing with Liane, couldn’t have asked for more, will be recommending her to friends and family.”
“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.”
“The service was efficient and professional. Would recommend to anyone. Thanks again.”
“Friendly and very efficient in dealing with our requirements, and we are very confident we will be looked after.”
“The can do attitude by everybody I have dealt with at Ideal is so refreshing.”
“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.”
“Very friendly and open approach to the process without feeling pressurised in any way.”
“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.”