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Financial Planning- Protection
Protection- Why Protection is Important
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Business Protection- Introduction to Business Protection
- Key Person
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Savings & Investments- Introduction to Savings & Investments
- Capital Investment Bonds
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Mortgages- Introduction to Mortgages
- Mortgage Repayment
- First Time Buyer
- Remortgaging
- Standard Variable Rate Mortgages
- Fixed Rate Mortgages
- Tracker Mortgages
- Cashback Mortgages
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- Equity Release
Equity Release- Introduction to Equity Release
- Types of Equity Release
- Lifetime Mortgage
- Home Reversion Plan
- Drawdown Lifetime Mortgage
- Home Income Plan
- Costs
- Pensions
Pensions- Introduction to Retirement Planning
- National Employment Savings Trust (NEST)
- Occupational Pensions / Auto Enrolment
- Annuities
- Income Drawdown/Unsecured Pension
- Personal
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- Wealth Management
Wealth Management- Introduction to Wealth Management
- Relationship Management
- Trust Information
- Lasting Power of Attorney
- Wills
- Taxation
Welcome to IDFM (City) Ltd, Financial Advice Firm in 1 Royal Oak Yard, London
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call me today on 0203 2072017 or complete my short enquiry form by clicking on the form button below and I'll be pleased to help you.