'Comprehensive advice process'

'End to end investment process'

Having quantified your Goals and Objectives, and set about a Financial Plan to ensure your Financial Planning is duly aligned, we then move (where appropriate) to the Investment Solution / Strategy to ensure your money is deployed to fulfil your objectives. This takes into account your Risk Profile (as determined through varying techniques). Effort is made to ensure that the minimum risk is taken to obtain the goals set. This may well include Cash Management and the use of low risk instruments.

We offer a range of Investment solutions for our clients to choose from.

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

What is involved in the financial planning process?

The process involves the following:

Advice Process

Financial Plan

Review Service

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