Company Information

Get to know Ideal Financial Management Ltd

Established in 2004 and based in the West Midlands, Ideal Financial Management Ltd is a company of Independent Financial Advisers (IFAs). Their mission is to provide high-quality, independent financial advice to both individual and corporate clients. The company operates as an appointed representative of The Whitechurch Network Limited, which is authorised and regulated by the UK's Financial Conduct Authority (FCA). Their core services cover retirement planning, investment strategies, mortgages, and various life cover and protection policies.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Ideal Financial Management Ltd

United Kingdom

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.