Ideal Financial Management Limited

Reference number: 209535

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When idealfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01302 880140 is
  • Who else gives the postcode DN3 2LU
Instant PDF download
Other names (2)

If you were contacted under any of these names, it is this firm.

  • Keypoint Independent Former trading name
  • Total Finance Options Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04294966
Company status
Active
Company type
Private limited company
Incorporated
27 September 2001 (25 years old)
Registered office
142 Thorne Road, Edenthorpe, Doncaster, DN3 2LU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Brian Philip Butcher Director Jul 1968 4 Oct 2001 2 other companies
David Patrickson Director Apr 1963 4 Oct 2001 2 other companies
David Patrickson Secretary Not published 4 Oct 2001 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
closed down
1
still active
3

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£111k

No earlier figure to compare

Cash at bank

£113k

−28% from £156k

Owed within a year

£2,464

−95% from £46.2k

Net assets

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04294966. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Ideal Financial Management’s history from the FCA register and Companies House, newest first.

Key events (9) All events (17)

2020

11 December 2020

  • Brian Philip Butcher stopped being a part-owner
  • David Patrickson stopped being a part-owner
  • Ideal Financial Management Holdings Ltd took control (75–100% of shares)

Companies House

2016

27 September 2016

  • Brian Philip Butcher became a part-owner (25–50% of shares)
  • David Patrickson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

8 May 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

27 September 2001

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (9 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms like Ideal Financial Management

Other firms of the same type (financial adviser), nearest first.

In Doncaster

Aspen Financial Strategies LimitedDoncasterAuthorisedAspen North Financial Strategies LimitedDoncasterAuthorisedBarry Fenton Independent Financial Advisers LtdDoncasterAuthorisedBrookway Financial LtdDoncasterAuthorisedCarrmichaels LimitedDoncasterAuthorisedDanum Financial Services LimitedDoncasterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Ideal Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Ideal Financial Management Limited FCA authorised?
Yes, Ideal Financial Management Limited (FRN 209535) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2002 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Ideal Financial Management’s phone number and website?
The FCA register lists the phone number 01302 880140 and the website idealfinancialmanagement.co.uk for Ideal Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Ideal Financial Management a scam or clone?
Ideal Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Ideal Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ideal Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Ideal Financial Management?
Ideal Financial Management is owned by Ideal Financial Management Holdings Ltd, which holds 75–100% of shares, since 11 December 2020. Before that, it was controlled by Mr Brian Philip Butcher and Mr David Patrickson.
Who runs Ideal Financial Management?
Companies House lists 2 directors of Ideal Financial Management: Brian Philip Butcher and David Patrickson.
How long has Ideal Financial Management been in business?
The company was formed on 27 September 2001, and has held its current FCA authorisation since May 2002.
What do Ideal Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £111k (no earlier figure to compare) and cash at bank of £113k (−28% from £156k).
Does Ideal Financial Management use any other names?
It has previously used 2 other names: Keypoint Independent and Total Finance Options.

Sources and links

The full report on Ideal Financial Management Limited

£19.99 · Instant PDF download

Loading secure checkout…