Ideal Financial Management Limited

Independent Financial Adviser 142 Thorne Road, Edenthorpe, Doncaster, DN3 2LU
FCA verified
17th December 2018
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
David Patrickson CHARTERED FINANCIAL PLANNER
Director
adviser-person
Brian Butcher
adviser-person
Neil Woods
Where to find us

142 Thorne Road, Edenthorpe, Doncaster, DN3 2LU

About us

"It's not just about your money, it's about your life".

Ideal Financial Management Ltd are committed to ensuring you live the life you want to. We see our role as your financial coach. We firstly establish what you want to achieve, find out where you are today, and finally plan a route to get you to your desired goal. A bit like a financial "sat nav".

Try us, we're DIFFERENT!!

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.37 mi
Truly independent financial advice at an affordable cost with the initial consultation at no cost to you.
 
Independent Financial Adviser 2.77 mi
 
 
Independent Financial Adviser 3.35 mi
We are diploma qualified IFA's specialising in options at retirement. See our 5-star reviews at independent review site Trustpilot.
 
Independent Financial Adviser 3.41 mi
We offer a fee based independent financial planning service with a Chartered Financial Planner.