Our Company
IDFM (City) Ltd provides financial advice with the intimacy of a small ’boutique’ backed by state of the art systems and leading technology.
Our team is totally dedicated to providing a focused and proactive personalised wealth management service and corporate advice service.
The company director is a highly qualified professional with complementary skills and expertise. The current team have worked with each other for many years.
We combine investment advice, advanced wealth structuring and relationship management to help our clients achieve their goals.
We are experienced in the issues that affect successful people and have a concise knowledge of investment principles, tax rules and wealth structuring. This knowledge combined with experience has created an advice process which sets us apart.
THE VALUE OF INVESTMENTS CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.