Corporate Finance

How do I protect my business
against the unforeseen?

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Most people struggle to keep on top of their own financial affairs. Unfortunately this problem often extends to how they look after the business planning affairs of their company.

By employing our ‘Business Programme’ we cover the following areas with business owners to ensure the company fulfils the owner’s objectives.

Our service encapsulates the following 6 elements:

How do I look after the people in my business,
including myself?

We believe our approach to ‘Corporate Financial Planning’ could be of immense benefit for you and your family so please contact us to arrange a Discovery Meeting with a financial planner.

Please contact IDFM on 0845 2706160 for further information
or email peter@idfmcity.com
Directors Retirement Planning Programme
Keyman Protection
Shareholder Protection
Staff Benefits
Small Self Administered Schemes (SSAS)
Commercial Property Purchase
Business Succession