Experienced, approachable and friendly team of financial experts dedicated to meeting your investment objectives

Welcome to Ideal Services Direct Contact

Advisory Service Company

Ideal Services DC is an independent Wealth Management Advisory Service. Our independence allows us to offer bespoke investment strategies tailored to our individual clients both private and corporate. Financial products are notoriously difficult to understand therefore to protect clients we take time to listen to their financial requirements, to identify their objectives, and to understand priorities. Our aim is to build a strong relationship with clients based on honesty, integrity and openness. In the pursuit of our aim; to have a complete understanding of our client objectives we allocate all clients with their own personal advisor. The personal touch allows us to explore goals and aspirations and deliver a tailored strategy for each and all clients. Our relationship with you is the key to ensuring the advice we give is accurate, appropriate and enduring.

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Investment Principles

Our recommendations are based on comprehensive financial planning, sound investment principles, market research and data analysis. Market jargon, especially the terms used for market analysis can seem baffling to all but a chosen few. A tenet of Ideal Services DC is that our clients should be informed and have a full understanding of the reasoning behind our proposals. Therefore, we always take time to explain things clearly and concisely and with as little jargon as possible both verbally and in any written correspondence. Our aim is to provide you with sound, professional financial advice in a friendly and informal manner.

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