Our Services

/Our Services
Our Services 2018-09-11T20:24:02+00:00

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

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 [...]

  • world mental health day

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

October 8th, 2018|2 Comments

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 [...]

4 Savings Habits of Millionaires

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 [...]