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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 looked at my existing pensions and advised what should be done with these and where this should be invested. She has also set up a stocks and shares ISA for me as an alternative to a savings account. Charlotte also helped me understand how much I needed to invest each month to achieve the monthly amount I want when I retire and the advantages and disadvantages of putting this money into a pension rather than any other investment options”

Miss K.D.

“Charlotte has always listened and asked appropriate questions to ensure that she has fully understood the big picture in terms of what our goals have been. She has then recommended various options with any associated pros and cons so that we can make well informed decisions. She has also always done a great job in un-tangling some of the more complicated financial ‘jargon’ in order to put things into terms we understand with examples. She also has simplified the way that funds are managed in order to simplify paperwork input from ourselves”

Mr G.M

“Many thanks, Charlotte, for your helpful and friendly phone-call the other day. Having all this in your hands is a tremendous weight off my mind, partly because you have skills and expertise, which I totally lack, and also because I have absolutely no reason not to trust your decisions and advice”

Mr R.G.