How we are paid

As an independent financial adviser we are able to offer our clients flexibility and transparency regarding payment for our services.

Our firm discloses all options and costs for all payment options. The payment option you choose needs to be agreed before any advice can be provided.

For all our products and services we offer the following payment options:

 
Fee only

IDFM (City) Ltd offers a range of fee options ranging from a purely transactional service to a tailored portfolio management service aimed at offering value added service to our clients on a fee basis.


The advantages of this service are as follows:

  • The advice is impartial as the absence of commission payments removes the chances of any product bias and thus your interests will paramount.
  • Choice – many solutions do not pay commission.
  • Charges are completely transparent.
  • Many best advice solutions do not pay commission.

The appropriate service level will depend on your individual requirements.
Full details of the fee options relevant to your requirement will be provided during your complimentary initial meeting.