'Would your client benefit from the
services of a Chartered Financial Planne'

'IDFM (City) Ltd Working
with solicitors and accountants'

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

IDFM (City) Ltd 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 (City) Ltd 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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we give clients the option to pay by fee rather than commission. The level of fees will vary according to individual circumstances, but will typically be 0.5% of the loan amount.

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

Tax treatment varies according to individual circumstances and is subject to change.

To learn more about how IDFM can help you all us now on 0845 2706160
or email peter@idfmcity.com