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Wealth Management

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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Retirement & Pension Planning

Our retirement planning service helps you to manage your pensions so you can retire on time and on target. Minimum pension funds required of £150,000.

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Investment Planning

Our investment service helps you to place the right amount in the right products with the aim of maximising returns within the appropriate level of risk. Minimum investment £150,000.

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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 mortgage advisers can save you both time AND money.

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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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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

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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Should I Transfer my Final Salary Pension Scheme?

October 20th, 2018|0 Comments

Since the introduction of Pension Freedoms in 2014 we have seen a significant increase in requests from clients wanting advice on transferring their final salary (also known as defined benefit) pension schemes to defined contribution [...]

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World Mental Health Day

October 10th, 2018|0 Comments

So today is World Mental Health Day.  The goal is to help raise mental health awareness and encourage us to make a contribution that can help people dealing with mental health problems to live better [...]

The use of Investment Bonds in Long Term Care Planning

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When individuals become ill or suffer a disability that means they are unable to care for themselves (with the probability that the disability will continue over the long term) then long term care may be [...]

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October 8th, 2018|0 Comments

There are no shortcuts or guarantees when it comes to achieving self-made millionaire status. That said, it can’t hurt to look at the financial habits of those who have managed to do just that to [...]