Welcome to Your Team
An experienced, knowledgable and friendly team, here to help you achieve your Ideal Financial Solution.
Marcus Woolley
Director
Kirsty Woolley
Mortgage & Equity Release Adviser
How can we help you?
Provide impartial, knowledgeable and unbiased advice, providing you with the facts you need to make informed decisions to secure your financial future.
Investments
Are you looking to explore the potential to grow your money?
We can help you achieve the right solution for you.
Mortgages & Protection
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.
Equity Release
Taking away those worries in later life, helping family onto the property ladder or just living your best retirement. Find out what Equity Release means for you.
Pensions
Retirement may feel far away, but acting now can help you achieve the retirement you dream of.
Business Reviews
We can work with Businesses to ensure they are running efficiently and protecting their assets.
Documents
You will find our key documents here. We are here to help you find the right products for you.
Delivering value for money and the right solutions for the consumer
Why we are different
Honest, professional advice, tailored for you
Our fully qualified advisers have a fabulous skill set of financial knowledge combined with experience from all walks of life.
You could say we are the people’s people, we do the hard work behind the scenes and present the essential information to you in a simple, straightforward manner so that you can make the choices that are right for you.
Our joint experiences also mean we can share thoughts and knowledge between ourselves to ensure our clients are getting a service tailored to their every individual need.
With backgrounds of Football, Military and Banking we pride ourselves on honesty and integrity. Our joint ethic is “do only for others, that you would do for your own family.”
We like to think of our clients as friends, we build lifelong relationships, helping you with your finances, from buying your first home to drawing your pension in retirement. There really is something we can do for everyone.
Financial planning is something we are passionate about; it is important to move with the times in our ever-changing industry. Our promise to you is we will keep up with industry changes meaning when it comes to your finances you won’t miss a trick.
We are fully authorised and regulated by the Financial Conduct Authority (FCA).
Find out what we can do for you on by calling us on 01202 916488
Imagine a place where you could go and take care of all your individual financial needs
What Our Clients are Saying
Latest Financial Posts
Expert advice to secure your financial future.
Pensions Recap
When did you last review your pension? If your answer is “I don’t know” or “never” then reading this could change how your retirement looks. Why is it so important to review your pension regularly? First and foremost, because you will be paying for as a minimum...
The House Buying Process
Step 1. Find a property you can afford When you first meet with your adviser, they will talk through your requirements and affordability. It is very important as first time buyers to be realistic with your goals. Your adviser will help make this simple and easy...
First Time Buyer Mortgages
Buying your first home is an exciting yet daunting task, we have set out a guide on the process to help give you a clearer understanding. So why use a mortgage adviser? Here at IFS we have access to a wide range of high street banks, as well as those who...
Ideal Financial Solutions are expanding
We are looking for dedicated financial sector professionals to join our team…
Want a call back?
No problem!
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.