Ideal Financial Management Ltd

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: -
Sunday: -

About Ideal Financial Management Ltd

We help you to establish your goals, concerns and objectives and then help you create a financial plan with the highest potential of achieving those goals. Checkout www. idealfinancialmanagement. co. uk for more info

Ideal Financial Management Ltd Description

"Our mission is simple. We aim to help you identify your goals and then create a financial plan that gives you the highest potential of achieving those goals".

We do this with our unique '10 steps to Financial Success' program that puts YOU, the client, in the centre of the financial planning process and helps you to achieve the best life you can with the money that you have.

So whether you're looking at pensions and retirement planning , investment advice , or simply need assistance in managing your money to achieve the best results then please, have a look around. There are several case studies that give you examples of how we have helped our clients, testimonials and a regular blog giving our views on the latest financial issues.

We also do a monthly newsletter that's packed full of financial hints n tips as well as lifestyle articles. Sign up and, as a bonus, you will receive our free guide entitled 'How to Retire without Losing your Lifestyle. '

Reviews

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See what your chances of living to 100 are. This is a handy tool when attempting to work out how long your money needs to last in retirement...

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We've decided to take World Mental health day seriously. Why not have a read and let us know if you can support this initiative in any way?

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Half of twenty-somethings have no savings!

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We think this video fits perfectly with our motto 'financial planning is not about your money, its about your life'. Its about identifying whats REALLY important and then helping you use your finances to achieve it. Have a watch...

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Interest rates to rise twice this year say a forecasting body. May be time to opt for a fixed rate if you have a mortgage? Feel free to contact us if you would like to see if you are eligible.

User

This book is a simple and practical read yet if you apply the 10 steps they will transform your financial future

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Interesting information on how the new pensions dashboard will look. This should be a good help to those who've no idea what they have in pensions and where they are.

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We have been handpicked in the top 3 financial adviser firms in Doncaster. Congratulations too to Ethos and Tegamax Financial Solutions.

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http://www.bbc.co.uk/news/business-414637 87

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We've had 19 responses to our client satisfaction surveys so far. We're proud of these results.

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Financial planning is not very exciting.....BUT the results are.

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So inflation is now at 2.9%. With base rates at 0.25% that means you are losing £2.65 per year for every £100 in the bank. Latest figures estimate this will cost cash hoarders £1.5 billion per year.

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Death of retirement: Can the UK afford the state pension?

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Savers face 'never-ending battle'

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For those of you that would like to know what to expect from the State when you retire here's a handy little webpage with a video that explains how the State pension has been simplified. Warning however...it still ain't that simple!!

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"Once you accumulate enough money for the rest of your life, you have to pursue objectives that are not related to wealth. It's should be something more important. " Steve Jobs.

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What the parties are offering in their manifesto's in terms of personal finance. Have a read, it may provide a clearer vote for you depending on your circumstances...

More about Ideal Financial Management Ltd

Ideal Financial Management Ltd is located at 142 Thorne Road, DN3 2LU Doncaster
+441302880140
Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: -
Sunday: -
http://www.idealfinancialmanagement.co.uk