Would your client benefit from the services of a Chartered Financial Planner

IDFM Working with solicitors and accountants

Profesional Introducers

The services we provide complement those provided by professional services firms such as solicitors and accountants. IDFM works with clients on a fee-based approach with a clear focus on the quality of service we provide our clients.

IDFM is looking to work with those professional practices whose approach matches our own and with whom we can build long-term relationships for the mutual benefit of our clients.

Whilst we provide a comprehensive range of services to our clients, in some areas we are not the best placed to offer specialist advice. Where our clients require these services we will refer them to other professional advisers.
In turn, many professional services firms do not have the capability to offer specialist advice in the following areas:

• Life Planning
• Financial Planning
• Wealth Management
• Tax planning
• Mortgages
• Corporate Financial Planning  

Please contact me if you are interested in the services IDFM can provide to your clients. When introducing a client to a third party adviser, you want to be sure you are putting them in safe hands and that the adviser will provide the highest level of service. If handled diligently, successful referrals can enhance both the overall service and reputation of your firm.

Over the years, we have established strong relationships with a number of leading law and accountancy practices that recognise the value of our services.

The FSA does not regulate solicitor and accountancy services and some forms of tax planning.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

'You can choose how we are paid for mortgages: pay a fee, usually 0.5% of the loan amount, or no fee and we accept commission from the lender.'