About IDFM (City) Ltd

IDFM (City) Ltd provides financial advice with the intimacy of a small ’boutique’ backed by state of the art systems and leading technology.

Our team is totally dedicated to providing a focused and proactive personalised wealth management service and corporate advice service.

The company director is a highly qualified professional with complementary skills and expertise.  The current team have worked with each other for many years.

We combine investment management, advanced wealth structuring and relationship management to help our clients achieve their goals.

We are experienced in the issues that affect successful people and have a concise knowledge of investment principles, tax rules and wealth structuring. This knowledge combined with experience has created an advice process which sets us apart.

The value of investments can fall as well as rise. You may get back less than you invested.

About Us

  • IDFM (City) Ltd offers advice from a Chartered Financial Planner.
  • We work with individuals, trustees and business owners to build, manage and protect their wealth.
  • We create added value by working with you as well as working with your money.
  • We have intentionally created a unique open architecture fees and services proposition. This creates the right environment to foster an effective long term working relationship and ensure true impartiality.
  • We charge for our service by way of clearly disclosed fees. Working on a fee basis is of significant benefit to our clients because we are able to negotiate substantial discounts on financial services and/or rebate all commissions to you.
  • We tell the ‘truth about money’.
  • We listen to our clients when they talk about their goals and aspirations, about their fears and concerns, and their need for security and independence.

You want the peace of mind that comes with the professional financial advice delivered by a highly qualified and experienced team.

Our Clients

  • Our clients come from a variety of backgrounds and have different financial objectives. However they all share the common goals of wanting impartiality, professionalism and value for money.
  • This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
  • You can be confident that you are dealing with a firm that is wholly committed to providing you with the most suitable advice, service and support.

Please contact IDFM (City) Ltd on 0845 2706160 to arrange a meeting or email peter@idfmcity.com.

Adviser Profile

Peter Curtis became a Financial Adviser in 1991 following his time at University College London where he studied Biochemistry.

Peter is a Chartered Financial Planner. This signifies the achievement and maintenance of the highest and most prestigious level of professional achievement in the industry.

Interests
Reading, football, scuba diving, kick boxing and skiing.

Qualifications

FP1                     Financial services and their regulation
FP2                     Protection, savings and investment products
FP3                     Identifying and satisfying client needs
CF2                     Investment & Risk
CF6                     Mortgage advice
K10                     Retirement options
K20                     Pension investment options
G10                     Taxation & Trusts
G60                     Pensions (With Distinction)
J01                      Personal Tax
J06                      Investment Principles, Markets & Environment
CF8                     Long term care insurance
ER1                     Equity release

Please contact IDFM (City) Ltd on 0845 2706160 to arrange a meeting or email peter@idfmcity.com.

Chartered Financial Planner

The new title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005.

To date only a small number of individual financial advisers have attained this title in the UK. Peter Curtis is a Chartered Financial Planner.

Please contact IDFM on 0845 2706160 for further information
or email peter@idfmcity.com