Services For Lawyers
Ideal Financial Management over the years have established a specialism within certain demographics that we feel we can make a real difference. One of these areas is assisting the legal profession in areas such as Matrimonial & Family work, Trust and Estate planning as well as Private Client work.
Financial Planning & Divorce
David Patrickson is one of less than 40 IFA”s in the UK holding the Resolution Accreditation for Financial Advisers. Resolution’s Specialist Accreditation is a mark of excellence in practice, recognised by government, Resolution members and prospective clients. representing an outstanding level of skill and expertise.
David has specialised in this area of Financial Planning for a number of years and has built up a network of Family Lawyers in Yorkshire and across the North of England. He helps lawyers and their clients through the often complex area of separating financial assets, with implementing Pension Sharing Orders and on planning the finances for the future after the divorce has finalised. If you would like to arrange an informal chat on how David could work alongside you in order to benefit your clients, please call on the number shown.
Trustee Services
At Ideal we have a dedicated process for assisting Trustees fulfil their duties. From the initial advice to providing a regular Trust Review service we can provide a consistent documented process to make sure Trustees can show they have acted in the best interests of the beneficiaries. We have many years experience in dealing with Will Trusts and Personal Injury trusts and can also assist clients in reducing any potential Inheritance Tax liability.
If you are a solicitor and would like to discuss any of these areas further please contact David Patrickson on 01302 880140 or e-mail dave@idealfinancialmanagement.co.uk
Latest from The Blog
Prophets, Profits, and the Crash That’s Always Coming
A client rang me recently. Invested his pension with me a couple of years ago. Good man, sensible man. He said, near enough word for word: "Brian, I want you to help me prepare for [...]
You’ve Got the Money. So Why Can’t You Spend It? The hidden psychology stopping you from enjoying the life you’ve spent 40 years building
There’s a story I keep hearing. Different person, different pension pot, different postcode — but the same story. Someone sits across from me, either in my office or on a Teams meeting, retirement either imminent [...]
How Much Do You Need to Retire Comfortably in the UK?
I took some clients for a coffee the other day. Lovely couple. Successful. Decent. The sort of people you warm to quickly because they’ve clearly worked hard their entire lives, raised a family, built something worthwhile, [...]
The Pension ISA Swap: How One Smart Move Could Save £6.750 in Tax
There's a quiet financial planning opportunity sitting unnoticed in thousands of pension pots across the UK — and it belongs to women like Sarah. Sarah is 63. She ran a small part-time business for a [...]