IDFM provides a distinctive style of personal wealth management and corporate advice that is rare in today's financial marketplace. We combine the disciplines of investment management and financial planning, providing cutting-edge solutions to facilitate the creation and stewardship of our clients' wealth.
- Provide quality advice you can trust.
- Our main aim is to help investors make more of their financial planning by providing the best information and service on competitive terms.
- By providing a full range of financial services we are able to deliver a complete solution.
- We aspire to become your first port of call for all your financial planning.
- IDFM (City) Ltd has developed by listening to our clients and responding to their needs over the years. We welcome your comments and criticism, so please keep them coming.
- If you think we are doing something wrong or you have suggestions for improvement, please let us know. Likewise it is rewarding to hear from you if you think we are doing something well.
Please contact IDFM on 0845 2706160 to discuss ‘our approach’ or email email@example.com.
A major investment into the leading financial planning technology has been made in 2010 enabling IDFM to offer a fee based Lifestyle Financial Planning service with a focus on working in collaboration with clients to "identify, achieve and maintain their desired lifestyle without ever running out of money".
- Voyant Lifetime cashflow software. The system turns financial planning into a collaborative process allowing clients to own the financial planning process. Clients are much more fired up by financial planning because of the technology and are able to run projections using different scenarios.
- Adviser Office is our back office system allowing electronic feeds to update valuations on client plans.
- Sesame provide research and compliance support.
- Exweb provides product research, comparative quotations and online transaction capability.
- Trigold mortgage sourcing system provides access to mortgage deals from the ‘whole market’.
- Pensions Profiler provides sources the most appropriate pension solution for the client’s requirements.