Ideal Financial Management Ltd

24/08/2026

Thank you once again for a fantastic event. We will be back again next year!! 🏇🏽🍾🏇🏽🍾🏇🏽🍾

23/08/2026

23/08/2026

Well done U7’s doing a great job 👏🏻 ⚽️ 🧡🖤

🦂🧡 OUR NEW U7s ARE GOING FROM STRENGTH TO STRENGTH! 🧡🦂

Our newly formed U7s were back in action this morning in a round robin hosted by Tickhill, and what a shift from the lads! 👏⚽️

They’re starting to really come together as a team, playing some fantastic football and showing just how much the hard work in training is paying off.

Every game they’re learning, improving and growing in confidence. The future is looking very bright for this group! 🧡🖤

A massive well done to all the players for representing the Scorps badge with pride. 🦂

Keep going lads, plenty more to come! 💪🧡🖤

LET'S GO SCORPS 🟠⚫⚽🦂

22/08/2026

Always proud to be involved with such a fantastic event. Another great day. Thank you Liane Clarking - Ideal Financial Management Ltd for organising and thank you Frickley Park Horse Trials for wonderful hospitality. See you next year!

10/08/2026

⭐ Another wonderful 5-star review ⭐

Financial planning isn’t just about investments and pensions. It’s about helping people turn their money into the life they want.

Sandra and her husband have trusted us with their financial planning since 2012, so it was incredibly rewarding to receive these kind words:

That is exactly what we want for every client: clarity, confidence and the freedom to look forward to retirement without worrying about money.

A huge thank you to Sandra for taking the time to leave this review—and to the fantastic team at Ideal Financial Management who help make it all possible.

If you’d like to feel more confident about your own retirement, please get in touch.

29/07/2026

Could you afford to retire—but still not be ready for retirement?

You may have built a healthy pension and investment portfolio, but retirement involves much more than money.

What will replace the purpose, routine, identity and relationships that work currently provides?

The complimentary Retirement Readiness Scorecard will assess your readiness across four important areas:

• Identity & Purpose
• Structure & Time
• Relationships & Emotional Wellbeing
• Financial Resources

In approximately 12 minutes, you’ll receive a personalised assessment highlighting your strengths, possible blind spots and areas that may need more attention.

It forms part of The Retirement Readiness Method™—a structured retirement-planning process created by Brian Butcher, a qualified financial adviser, Specialist in the Psychology of Financial Planning and holds the Advanced Certification in Retirement Coaching

Your pension may be ready. Are you?

Take the complimentary Scorecard here: https://retire-ready.scoreapp.com

28/06/2026

“This is all yours, darling.”

Those six words could become very expensive.

With pensions expected to become part of your estate for Inheritance Tax purposes from April 2027, many families are now looking at gifting money or property during their lifetime.

But there is a trap that catches people out repeatedly: you cannot simply give something away on paper, then continue to enjoy it as though it were still yours.

My latest article explains what the rules mean in plain English, why pensions have made the issue more urgent, and the questions families should be asking before rushing into a “solution”.

Read it before you give away something HMRC may decide you never really gave away.

Something changed last year. The government announced that from April 2027, most unspent pension funds will be brought into the value of your estate for Inheritance Tax purposes. For decades, the pension was the great escape hatch. Money sitting outside your estate, passing to your children largely....

14/06/2026

Right then. It's Sunday. You've got 12 minutes. I want to challenge you to do one thing before Monday morning. Take the Retirement Readiness Scorecard. Not because it'll solve everything. Not because it's a magic wand. Because most people spend years half-knowing they should sort this out — and never quite doing it. This is 12 minutes. No jargon. No sales call. No one breathing down your neck. Just honest questions about where you are, what you want, and whether your current thought process will actually get you there. I built this because I've spent thirty years watching people arrive at retirement underprepared. Not through laziness — through never quite finding the right moment to look. This is the moment. https://retire-ready.scoreapp.com— take it now, before the week gets in the way. I'll be back tomorrow with more. But this? This is the most useful 12 minutes you'll spend this weekend.



https://retire-ready.scoreapp.com

If you’re 50-plus and wondering whether you’re genuinely ready for life after work, this quick scorecard reveals exactly where you’re strong, where you’re vulnerable, and what to fix before you retire—take the test and see your results instantly.