About IFS

At Ideal Financial Solutions we’re able to offer our customers impartial financial advice.

We believe that at Ideal Financial Solutions we have the individuals best equipped to offer you the advice that you need. If you are looking for impartial, knowledgeable advice, get in touch with us to provide you with the facts you need to make an unbiased, informed decision and secure you and / or your family’s financial future.

You have worked hard for your money and at Ideal Financial Solutions we understand this, so we want to ensure that we provide you with the professional advice you deserve, to help maximise your returns and avoid any pitfalls in your financial planning.

We believe that at Ideal Financial Solutions we can provide this for you – not only are we qualified Financial Advisors, we are also fully regulated by the Financial Conduct Authority (FCA).

In order to successfully manage your own financial affairs, you may require a wide range of knowledge including advice on the following:

 

Please note – this site is intended for UK investors only.

Meet the team

Marcus Woolley
Principal

Marcus Wooley
After spending two-years living the dream as an apprentice footballer at AFC Bournemouth, Marcus joined Hill House Hammond in 1990 arranging general insurance.

He worked his way through the ranks to become Branch Manager of the largest office in Dorset. In 2002, he changed career – joining a national corporate organisation as a Mortgage Consultant. He became a qualified Financial Advisor in May 2010, obtaining a Diploma for Financial Advisors in October 2011, which allowed him to offer authorised advice post the Retail Distribution Review.

He joined Ideal Financial Solutions in 2005 and become Principal of the firm in August 2012. When he’s not working, he enjoys running and has recently completed the London Marathon for charity, he enjoys spending time with his family, keeping fit, golf, tennis and cricket and (watching nowadays) football.

Luke Errington
Mortgage & Protection Advisor

Luke Errington

Luke has worked within the Financial Services industry for 17 years primarily as a Mortgage and Protection Advisor running a successful family business for the majority of this time. Luke decided to join Ideal Financial Solutions in order to expand his services from mortgages and protection only, to cover all aspects of financial planning, including investments, pensions and trust planning. Luke is dedicated to his role as Mortgage Advisor, specialising in this sometimes difficult and challenging area for clients. He has chosen to join Ideal Financial Solutions in order to link with other specialists, thus providing a comprehensive and diversified financial planning service to both his personal and corporate clients when they require this.

Vikki Stanley
Mortgage & Protection Advisor

Vikki-Stanley

Having joined IFS in December 2014, following on from successful 4 years at Liverpool Victoria as an Insurance Adviser, Vikki started off as Business Support for the Firm and proved to be an invaluable member of the Team. She quickly showed an aptitude to become an Adviser herself so has recently (September 2016) qualified to be a Mortgage and Protection Adviser having successfully completed and attained the full CeMAP qualification, the latter two of three exams both passed in one day, which is no mean feat.

In her spare time Vikki is involved in organising charity events, bike riding and spending time with her family.

Karen Richards
Financial Adviser

Karen Richards

Karen began her career in the Financial Services Industry in January 2002, and has a wealth of experience built from working for National Corporate Companies, High Street Banks as well as smaller Independent Advisers. She became fully qualified as a mortgage adviser in December 2002 and continued to help clients with Mortgage and Protection advice until December 2010, when it felt appropriate to expand her knowledge to the wider service of full financial planning advice. Karen continued with her qualifications, with the most recent being Diploma for Financial Advisors in August 2012.

It was a natural progression for Karen to join the IFS team in May 2017 as it enabled her to combine Mortgage and Protection advice with Financial Planning Advice, and allows her to offer her clients with a holistic advice package.