Ideal Financial Management Ltd - Doncaster

Richard E.

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.

Steve G.

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.

Mark A.

I can’t recommend Brian Butcher and his company highly enough. His expertise and advice appear to me unparalleled. Not only that, he is an entirely reassuring and kindly voice in what can be a confusing financial landscape. His invaluable, down-to-earth and easy-to-understand advice sorted out our finances and put us on a stable footing for the future. If I could give him 100 stars in this review, I happily would.

Veronica C.

Brian was recommended to me with the words: if you can’t get Brian Butcher, don’t bother with anyone else.

Brian really is the pension king, and what he doesn’t know about pensions really isn’t worth knowing. He explains things honestly and in layman’s terms so that anyone can understand. He has the patience of a saint and not only has explained financially complex situations, but also made us money. There’s not many financial advisors I would trust, but Brian is one of them. Five star service provided by a really good and decent guy.

Carl C.

Had a great experience with Brian he is very thorough and came up with a great plan for me and my partner. Highly recommend if you need to take that first step to financial success.

James J.

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.

Chris N.

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.

Dawn L.

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.