0203 2072017or peter@idfm.co.uk

Welcome to IDFM (City) Ltd, Financial Advisers 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.


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Client Testimonials

  • I first went to see Peter when I was around 50 years of age in 1992. I had been spending money rather easily and thought that it was about time to provide something for my retirement years in about 15 years time. Peter set up a private pension scheme for me, he re- mortgaged my property to make savings,he unfroze an old pension from a previous company and allowed it to grow within the market. He also arranged to sell my Insurance endowment policy before all the profits gained had been lost due to falling rates in the market. His knowledge of the market place and his advice to me over those years were very valuable and those investments we made then has allowed me to enjoy my retirement now in Spain. Peter was always available for any consultancy and his easy going and friendly manner made a visit enjoyable. I would certainly recommend IDFM to anybody who needs good sound advice without any obligations.

    Roger Hunger, Retired
  • I have used the financial services of Peter Curtis and his company for over 15 years now, and have found his sound knowledge and integrity invaluable for all my needs. Thoroughly recommended.

    Andy Grindrod, IT Consultant
  • Having gone through the pain of sourcing finance many times before it was a pleasure working with IDFM who got me the best deals available by what I can only discribe as a professional, helpful and pain-free manor. Five star service.

    Paul Browne, Commercial Manager
  • I have used IDFM for over 8 years now to arrange mortgages and other financial products, and always found their service to be first class. Having tried out other companies I will be sticking with IDFM. Quality, personal service at its best.

    David Sandeman, MD of www.eigroup.co.uk
  • Peter and his team at IDFM have been offering us consistently honest and unbiased advice since 2000. During that time I’ve always been impressed with their knowledge and professionalism. A very easy and friendly company to work with.

    Jason Lallman, Associate Director
  • Dealing with IDFM makes the whole process of getting a mortgage or choosing a pension company painless. They do the leg work, come up with the best deals and then handle most of the paperwork. Who says dealing with financial matters is stressful?!

    Babs van Gilst, Director
  • I have found over many years IDFM to be innovative in problem solving and committed to resolving client challenges in a way which encourages you to return.

    John Shimmen, Development Executive
  • Dealing with IDFM through all stages of my business I was able to be on the level, safe in the knowledge they would look for the best deal what I wanted. The ability to straight-talk and actually see through the business should not be underestimated, particularly in today’s wooly and confusing banking world. At the end of the day it is all about being on the level and getting the business done, IDFM were just fine for that.

    Reddy Cabot, Photographer
  • I have used IDFM since the early 90’s and I can describe his company in just one word: excellent. There really is no other choice.

    Richard Reyes MBBS, MS, FRCS(Gen) Consultant General Surgeon
  • I have always found Peter and his team to be professional, helpful and efficient. I would recommend them to anyone looking for sound financial advice.

    Lawrence Frampton, Director