Independent Personal Financial Management Ltd.
01767 600912
"IPFM supporting your family's financial needs throughout the generations"
Independent
As an Independent Financial Adviser, we are an agent of our clients. A tied advisor is an agent of the bank or organisation they work for. We are not tied to any banks or brokers, so we have access to the wider financial market to create an individual solution that is exactly right for you.
Personal
No two people are the same, and no two financial solutions are the same. We treat every client individually and tailor a solution that is exactly right for you.
Financial
At IPFM we believe in building personal and long term relationships with our clients. Our broad spectrum of financial services enables us to continue to look after your financial requirements as your circumstances and needs change.
Management
Trust matters. Your financial planning is as important to us as it is to you. We are regulated by the Financial Conduct Authority giving you extra peace of mind.
We assist our clients with many aspects of financial planning, including taxation, income protection, private medical insurance and critical illness cover. Click here to contact us and arrange an appointment.