Your Team

An experienced, knowledgable and friendly team, here to help you achieve your Ideal Financial Solution.

Marcus Woolley

Marcus Woolley

Director

Kirsty Adams

Kirsty Adams

Mortgage & Equity Release Adviser

Jamie Sturgess

Jamie Sturgess

Certified Financial 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.

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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.

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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.

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Pensions

Retirement may feel far away, but acting now can help you achieve the retirement you dream of.

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Business Reviews

We can work with Businesses to ensure they are running efficiently and protecting their assets.

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Documents

You will find our key documents here. We are here to help you find the right products for you.

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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

Really great service. A slightly unusual mortgage application went really smooth and resulted in a good deal. Thanks for all the hard work by Marcus and the team

M Preece

Buying a new home or looking to re-mortgage? Both are stressful and potentially costly. Help take the pressure off and save yourself money by getting the best deal with Kirsty. Affable and professional, efficient and effective…..what more could you ask for!? She helped me, so why not get in touch and see how she can help you too..

T Govan

I have known and worked with IFS for a number of years and recommend them to my Conveyancing clients. If you need any assistance with a mortgage or any other financial matter, I would suggest reaching out to Marcus & Kirsty who will ensure you are very well looked after! top marks from me!

K Parsons

Marcus reviewed the various personal policies I had and gave me great advice in relation to the best options open to me. He explained carefully the attitude to risk necessary in order to meet my financial target. I’m fully aware of the charges involved and I am very happy with the professional service Marcus offered to me.

J Bolton

Marcus is an excellent financial adviser. He always goes above and beyond to ensure that I get the best deal for my situation. Nothing is too much, he thoroughly explains what and why he has advised me. He always keeps me fully updated with on going applications, with continued support and advice where needed. I highly recommend Marcus and will continue to use him for any of my financial needs.

G Salmoni

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.

Satisfied Customer

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!

Satisfied Customer

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.

Satisfied Customer

Latest Financial Posts

Expert advice to secure your financial future.

Pensions Recap

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...

read more
The House Buying Process

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...

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First Time Buyer Mortgages

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...

read more

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.