'Wealth Creation, Wealth Accumulation'
'Wealth Protection, Wealth Transfer

Personal Financial Planning

We believe our approach to 'Personal Financial Planning' could be of immense benefit for you and your family so please contact us to arrange a Discovery Meeting with a Planner.


  • Life Planning
    • Set goals and objectives
    • Use of cashflow planning
  • Wealth Management
    • Risk profile assessment
    • Asset allocation/Diversification
    • Portfolio management
  • Tax Planning
    • IHT Estate planning
    • Family Wealth planning
    • Income Tax Planning
    • Capital Gains Tax
  • School Fee Planning
    • Equity drawdown on property
    • Regular saving
    • Using your pension
    • Gifting from grandparents

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

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

Please contact IDFM on 0845 2706160 for further information
or email peter@idfmcity.com
Life Planning
Financial Planning
Tax Planning
Wealth Management
Client Review Service
School Fee Planning