An experienced, knowledgable and friendly team, here to help you achieve your Ideal Financial Solution. Provide impartial, knowledgeable and unbiased advice, providing you with the facts you need to make informed decisions to secure your financial future. Buying your first home, re-mortgaging, a new purchase and protection when you need it most. We look after it all so you can enjoy the journey. Taking away those worries in later life, helping family onto the property ladder or just living your best retirement.
Services
Mortgages
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Whether you're a first time buyer, home mover, remortgaging or looking for an investment property, we will assess your financial situation in order to provide you with the appropriate advice and make the best recommendation to suit your needs. At Ideal Financial Solutions, we do the legwork for you - comparing different Lender's mortgages to find the best mortgage product to match your requirements. Step 1. Find a property you can afford When you first meet with your adviser, they will talk through your requirements and affordability.
Equity Release
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There are lots of reasons people consider Lifetime Mortgages, but one of the most important things to consider when thinking about releasing equity is the Adviser! Even with historical low rates there can still be reasons not to do Equity Release but you can be sure we identify all alternatives from the outset, and if we believe it's the right thing to do we ensure you and your family are fully informed of the good, the bad and the ugly! Just send over your details and we will make sure to follow up and one of our team will call you back to discuss your requirements.
Investments
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Having money to invest is a nice position to be in, however this does not come without its own dilemmas! We think one of the most important aspects of investment advice is listening to what you want and what your short, mid and long-term financial goals are? Put this with the risk you are willing to undertake, we can match you with the advice best placed to meet your main objectives. For a complete review of all the options available, contact our industry qualified Advisors and make the right choice for you and your loved ones.
Pensions
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It's never too early or late to think about your Pension provisions, in fact the sooner you set aside the time for this task which may not seem too important, (you could say we all underestimate the power of the Pension) the greater your retirement could look. At IFS our highly qualified Financial Advisers can assess your individual circumstances taking into account your objectives, in order to match these with our recommendations as well as your requirements.Maybe you have a pension and you haven't had it reviewed, did you know this is a key factor when considering if your retirement plans are on track.
Reviews (10)
Damon Green
Jun 16, 2022
Jackie Mullen
Jun 15, 2022
I have been a client of Ideal Financial Solutions for many years and I've always received excellent service. Marcus has grown my pension portfolio over the years and I look forward to receiving the financial reward when I retire. I wouldn't hesitate in recommending him to anyone in need of pensions advice.
Kelly New
Jun 13, 2022
Marcus and the team have been helping me with our pensions and mortgages for a number of years. It is always hard deciding who to go to within financial services but Ideal Financial Solutions take everything in hand and I trust them implicitly with the advise and depth of knowledge that they provide. They found an excellent home mortgage and I feel so much better now that we have our pensions organised. They are always so helpful and respond really quickly with any queries. 100% recommendation from me!
Khathu Mikosi
Jun 13, 2022
Ideal Financial Solutions has been a life saver. I work in operations and from my initial interactions with Marcus and the wider team, I have found them to be professional, informative, patient and kind. They have a plethora of information and provide expectational financial advice regarding pension, life insurance, saving, mortgages etc. I would definitely recommend to anyone looking for similar services and support.
Kyle Waters
Nov 05, 2021
Kirsty stayed with us through all the ups and downs to helps us in every way to secure our first home and mortgage! We would not be here now in our new home if it wasn't for her expertise and determination. She gives 110% all the time and has really gone above and beyond! Kirsty and Marcus have been incredible and we will be using them for life for all of our Ideal Financial Needs!
Bethany Briggs
Oct 12, 2021
I spoke with Jamie back at the beginning of the year after being recommended to use his services by various friends and family members. Jamie made the process of getting a mortgage so easy and straight forward. He was very efficient at finding the best mortgage deal for us. Jamie even helped us with life insurance. We have recommended Ideal Financial Solutions to other friends and family and will most certainly be in contact with Jamie again.
Chris Squire
Oct 07, 2021
Have been dealing exclusively with Jamie for over a decade for all of my financial, mortgage and insurance needs. Absolutely fantastic service without fail. Very knowledgable, always goes the extra mile and has brilliant access to a host of products and underwriters if you have a slightly unique case. Would 100% recommend to anyone without hesitation.
Emma Booth
Jul 17, 2021
Kirsty from Ideal Financial Solutions could not have been more helpful, friendly and professional. We are first time buyers and she has made the entire process simple and answered our many questions! We felt very well looked after by Kirsty and we look forward to using Ideal Financial Solutions again in the near future.
Cherie Corani
Jul 15, 2021
Ian Richardson
Apr 29, 2021
I cannot praise Marcus and his team highly enough for the job they did in arranging our mortgage. At all times I was kept informed of where we were with the application and he explained clearly the repayment breakdown and ensured that the repayments could be afforded. This is the second time I have used Ideal Financial Solutions for my mortgage and won't be the last. Currently arranging my life insurance through them aswell. Great service, great company.
