• Mortgages or Protection

  • Investments & Retirement Planning

  • Business Protection

  • Equity Release, including Lifetime Mortgages

The vision of Ideal Financial Solutions (IFS) is to provide unbiased and informed advice to provide clients with a secure financial future.

Investments & Retirement Planning

Planning ahead for your own retirement, looking for advice or move an existing policy or Looking to review your investment options? We offer impartial guidance on a wide range of investments.

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Mortgages or Protection

From a first time buyer to an investor, we will recommend the best solutions for you.

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Equity Release, including Lifetime Mortgages

Enjoy the Retirement you’ve always dreamt of…

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Business Protection

Vital and often overlooked range of policies. From Shareholder to Key Man insurance.

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Contact details


Ideal Financial Solutions
50a Willis Way,
Poole, Dorset
BH15 3SY

01202 916488



Take a look at our Client Proposition

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