Our clients include people from all walks of life, from corporate businesses, company directors, partnerships, sole traders, sports professionals, families, parents, sons and daughters from birth to death. Many clients come to use through word and mouth or have been referred by happy clients who we have looked after for many years and have trusted us with their finances.
The one thing they all have in common is that we always provide our Ideal Promise that is tailored to their own personal circumstances.
Andy Parry, Managing Director of Ideal Financial Planning Limited has a wealth of experience dealing with different range of clients and individual circumstances and has been in Financial Services since 1991,
By gathering information from you, we get to understand your needs fully. We also get to know what provisions you have in place already that you may utilise to secure your desired finance or level of protection.
This stage also allows you to understand what to expect from us and how you will benefit from using our services.
Here's where your vision becomes reality.
Most of our clients prefer us to complete, check and manage the documentation required for them to put 'Your Plan' into action. This saves them a lot of time and energy, and makes sure plans are set up in line with your needs and expectations. A range of fees are available to support this service.
You may though decide you wish to implement our recommendations yourself, and simply pay a fee for our time and expertise.
We'll explore and research various scenarios and options that will reveal how best to utilise your existing provisions.
We will then make recommendations as to how to secure the best finance or protection. We build upon your current plans, to help maximise the chances of you achieving your objectives both present and future.
We believe all our clients benefit from a review of their circumstances, with the style and frequency decided by you. It is often dictated by where you are on your life stage, as well as your relative level of wealth.
Most clients like to be contacted at least once a year to ensure they are not unnecessarily impacted by any of the UK Government Budget announcements, or interest rate movements.
You will also hear from us during the year when we feel something will be of interest to you.