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The Right Choice

IPFM supporting your family's financial needs throughout generations

Get in contact See what our customers say
Pensions Build and manage retirement income so you can enjoy financial security throughout your later years.
Investments Grow and manage your wealth with long term strategies designed to support your future goals.
Protection Protect your finances and provide security for you and your family if the unexpected happens.
Equity Release Unlock money tied up in your home to support your lifestyle, plans, or family needs later in life.

Independent

As Independent Financial Advisers we act solely for our clients, not for banks or financial institutions. Because we are not tied to any provider, we can research the wider financial market and recommend solutions that are genuinely suited to your individual needs and circumstances.

Personal

No two people or financial journeys are the same. We take the time to understand your goals, priorities and concerns so we can create a financial plan that is carefully tailored to you and designed to support your long term objectives.

Financial

At IPFM we focus on building strong, lasting relationships with our clients. Our broad range of financial services allows us to support you throughout life’s changes, ensuring your financial plans continue to evolve alongside your circumstances.

Management

Trust is at the heart of good financial planning. Your finances matter to us as much as they matter to you, and as a firm authorised and regulated by the Financial Conduct Authority you can be confident your advice is delivered with professionalism and care.

Testimonials

What our clients say

“Charlotte and her team follow up on what that say they will do in a timely manner and keep us informed with clear communication via email, phone and face to face as appropriate. Our personal situation has changed over the past two years meaning that a complete review of our portfolio was required. Charlotte has helped so much with this with her advice, guidance and then by actioning the associated changes required in a timely way”

Mrs S.G.

“It was only through engaging with Charlotte that we were able to improve this and see better outcomes.”

Mr M.R.

“Charlotte was great in taking time to understand my circumstances and intentions to enable her to develop a report and give me some ideas on how to achieve my goals. She clearly explained financial planning in an easy to understand way. The admin team were great and quickly tracked down different accounts.”

Mr J.W.