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Ideal Financial Management Anmeldelser 

8
•
TrustScore 4.5 ud af 5

4,3

Økonomisk rådgiver
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Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere

Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere

Virksomhedsoplysninger

  1. Økonomisk rådgiver
  2. Finansrådgiver
  3. Prioritetslånsmægler

Skrevet af virksomheden

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. At Ideal Financial Management, we specialise in turning financial complexity into clarity. For more than 20 years we’ve supported professionals, business owners and successful families to structure their wealth with confidence and purpose. What we offer: • Independent, FCA-regulated financial advice you can rely on • Pension planning that helps you retire on your terms • Investment strategies built around your goals and risk comfort • Inheritance tax and legacy planning to protect the family wealth • Equity release guidance for those wanting to unlock options later in life We take the time to understand what matters most to you — your ambitions, relationships, lifestyle and legacy. Then we build a personalised plan so you can stop worrying and start living. Our clients come to us for financial advice. They stay because they trust us. If you want clarity about your future, expert guidance through the big decisions, and someone firmly in your corner, we’d love to help. Book a free initial call and let’s explore how to make your retirement the one you’ve worked so hard for.

Kontaktoplysninger

4,3

Fremragende

TrustScore 4.5 ud af 5

8 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen nylige anmeldelsesinvitationer

Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

4,3

Alle anmeldelser

(8)

3 anmeldelser inden for de sidste 12 måneder

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Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere
Bedømt til 5 ud af 5 stjerner

Excellent service

I engaged this company after a presentation by Brian Butcher. I valued his knowledge and integrity. We have been dealing with Ben Butcher ever since and have received the best of service with respect to our finances and investments. Thanks, as well, to Jill for great admin.

9. juni 2026
Uopfordret anmeldelse
Ideal Financial Management-logo

Besvarelse fra Ideal Financial Management

Thank you for the review Ivan. it has been a pleasure working with you both over the years. We wish you all the best in your new venture too.

Bedømt til 5 ud af 5 stjerner

Trusted Advice for Over 20 Years

We have worked with Brian and Ben for over 20 years and trust them implicitly to always act in our best interests.

They provide a friendly, highly professional service and are always accessible and quick to respond whenever we need advice.

The technology and software they use make it very easy for us to manage and view our investments, and most importantly, the performance has been consistently impressive.

We wouldn’t hesitate to recommend them to anyone looking for reliable, professional financial advice.

12. marts 2026
Uopfordret anmeldelse
Ideal Financial Management-logo

Besvarelse fra Ideal Financial Management

Thank you so much for your lovely review Jessica, it's really appreciated. It's a real pleasure being able to work with you guys on your financial journey.

Bedømt til 5 ud af 5 stjerner

Simply Ideal

Been dealing with this company for many years, my brother and father also used them many many times. Neil Woods has been looking after my particular finances transitioning through to dealing now with my pension planning. He is trustworthy, knowledgable and reliable.In these days when every day in the papers , stories about people being given bad advice by financial advisors as regards pension planning this is certainly not the case here! I truly cannot fault them.

17. april 2024
Uopfordret anmeldelse
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Besvarelse fra Ideal Financial Management

Thank you so much for sharing your experience with us! We deeply appreciate your loyalty and trust over the years, as well as the trust your family has placed in us. It's heartening to hear that Neil Woods has been able to provide you with the support and guidance you need, especially when it comes to such important matters as your finances and pension planning.

Thank you once again for your feedback and for entrusting us with your financial journey. We look forward to continuing to serve you and your family for many more years to come!"

Bedømt til 5 ud af 5 stjerner

Trustworthy, Efficient, Reliable, Responsive

I have used Ideal Financial Management for my mortgages and investments for many years. The level of service received is top notch - trustworthy, reliable, responsive, efficient. I would not hesitate to recommend Ideal to anyone, and I will continue to recommend to my friends and family!
Thanks again

2. juni 2023
Uopfordret anmeldelse
Ideal Financial Management-logo

Besvarelse fra Ideal Financial Management

Thank you very much for this Erik. It’s a pleasure having you as a client.

Bedømt til 5 ud af 5 stjerner

I recently approached ideal financial…

I recently approached ideal financial management to understand the mortgage market they were extremely helpful.
I walked away confident as to the best way for me to proceed and asked them to find me the best independent mortgage deal.
Which they did and have kept me updated all the way through the process and would use again i highly recommend this company i could not just name one person here everyone has been fantastic.

11. oktober 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Just completed my annual pension review…

Just completed my annual pension review with Ideal. Concise and thorough, Ideal gave me piece of mind regarding my pension position. The 'what if' functionality they use helped me clearly understand how to maximise my pension and what I need to do make my retirement earlier. I recommend Ideal highly.

12. august 2020
Uopfordret anmeldelse

Dette er Trustpilot

Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.

Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.

Læs om anmeldelsesprocessen på Trustpilot.

Hér finder du 8 tips til at skrive anmeldelser.

Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.

Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.

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