Our Services

/Our Services
Our Services 2020-04-18T08:38:59+01:00

Our Services

At Ideal Financial Management our main core services are designed to help you make the right choices when it comes to your present and future financial well being. We have a vast amount of experience in delivering the right financial solution that fits your current financial needs. Whether it be planning your wealth managment for the present and future, we can give you the right strategy to make the most from your investments.

We also offer sound advice and planning for your retirement. We can quickly assess your circumstances to ascertain how far your savings will go, or how much more you you will need to be able to retire in comfort. We also offer comprehensive investment planning depending on your attitude to risk in the current financial climate. Finally, our mortgage services ensure that you get the best possible deal that’s out there, whether you are a first time buyer or part of a chain.

For an initial discovery meeting with no obligation on either part call us on 01302 880140. We’d be happy to have a chat.

Latest from The Blog

The Most Important Ingredients in a Financial Plan – Introduction

November 25th, 2020|0 Comments

One good thing that has come out of lockdown is that it’s given us all a little bit more time to think and contemplate over what's important and what isn't. One of the things I've [...]

Do you want an ‘average’ retirement?

September 4th, 2020|0 Comments

According to a 2018 study by the Office for National statistics , the average weekly household expenditure in the UK was £572.60 per week. That’s £30,000 per year. The current basic state pension is £175.20 [...]

How to gain control over your financial plan…and how to lose it

June 24th, 2020|0 Comments

The world has become quite a toxic place over the last few years.  ISIS, Brexit, the Coronavirus, racist issue’s and riots – you could be forgiven for shouting ‘stop the world I want to get [...]

What will the recovery look like?

May 7th, 2020|0 Comments

I attended an investment outlook webinar today with Investec.  The focus was on what fund managers believe will be the shape of the recovery so I thought I would summarise their opinions with you. There [...]