Very professional service, Brain`s knowledge is invaluable when it comes down to pension planning. The bespoke service gave me everything i needed to make informed and sensible decisions around financial planning for retirement. I cannot recommend the services of Brian highly enough, a service well beyond any 5 star rating
I would thoroughly recommend Ideal Finance. Brian and Ben are very nice guys who talk you through the whole process of retirement and pensions. They both explain everything in lay-mans terms and present easy to understand charts and graphs etc. After every visit, we have left feeling positive about our future retirement. And they even have choccy biscuits!!
Ideal Finance offer a quality financial advisor service and fees seem reasonably cost effective. The range of investments across the Elevate platform is very wide. I see Brian who is very knowledgeable and has a good way of putting what can be a complicated subject across. I normally have 2 face to face meetings each year where we have the opportunity to review performance of my investments and make any changes. Financial advisor visits me at home which helps for those with busy lives. My highlight is keeping up with Government legislation to ensure my retirement planning remains on track and minimise income tax and IHT. Brian - my FA also puts out regular updates for those times of market volatility, where we all need a bit of reassurance.
I've just had my first yearly review with Brian and Ben, I must say I was very impressed with their presentation and their knowledge, I hope my retirement fund keeps growing like It has over the last 12 months.I would highly recommend Ideal Financial management for all financial services, I will definitely be seeing Ben for a new mortgage deal in July. Thanks guys.
I cannot express how grateful I am for the financial advice and guidance provided by Brian Butcher. He's been able to meticulously assess my retirement plans whilst explaining things in a clear and understandable way. He's also helped to ensure I'm on track and my retirement plan is aligned with my future goals. With his advice, I now have a clear understanding of the age at which I can comfortably retire and what return I need on my pension. He's also been pivotal in managing my funds, ensuring they consistently perform above benchmarks while keeping costs low. His professionalism and dedication have given me peace of mind and confidence in my financial future. I highly recommend Brian to anyone seeking sound financial advice, especially for those that want to retire well.
I can highly recommend Ideal Financial Management Ltd. I find all the staff friendly, helpful and professional. When aiming for my retirement and beyond, my financial advisor took time to get to know me regarding my attitude to financial management. Always communicating to me on a one-to-one level in order to formulate a reviewable plan in line with my aspirations and goals. This personal approach without compromising professionalism has been invaluable and I am grateful for Brian's continued guidance.
As a first time buyer I cannot recommend my mortgage broker Ben highly enough. From start to finish I received a first class service, he kept me informed through the whole process and worked with me to ensure I understood all the offers etc. He was Professional, friendly & efficient, I will definitely be recommending him to others.
Retirement and Pensions are probably a minefield for most people, but It only took one conversation with Brian Butcher at Ideal Financial Management Ltd to change my future. I never thought that I would be able to retire so early. Brian's skill in explaining what I could achieve in early retirement so soon, in a detailed, yet easy to understand format completely set my mind at ease. He has also been there to provide ongoing support. I would have no hesitation in strongly recommending Brian and his team.
Brian Butcher is a man of integrity and professionalism the likes of which seems a dying breed this day and age. He helped not only myself, but also my brother achieve our aspirations for a healthy retirement. I cannot recommend highly enough.
We sort out financial advice through Ideal Financial Management, the adviser Bri Butcher was great help in finding our first mortgage. He made the process easy and gave me and my partner clear, independent, uninfluenced financal planning advise and peace of mind. I would highly recommend this company and Bri Butcher.
Ideal Financial Management Ltd is located at 142 Thorne Rd, Edenthorpe, Doncaster DN3 2LU, UK
You can contact Ideal Financial Management Ltd at +44 843 886 7966
You can find directions to Ideal Financial Management Ltd by following this map link