Business Details
Trusted Financial Advisers in London | IDFM (City)
Established in 1992, IDFM (City) has built a reputation for delivering tailored financial solutions to individuals and businesses across London and the UK. Our approach begins with active listening to understand clients' unique circumstances, aspirations, and concerns, enabling us to create personalized financial strategies that address both immediate needs and long-term objectives. With decades of combined experience, our team specialises in financial planning, protection, pensions, and wealth management, offering jargon-free advice grounded in deep market knowledge and regulatory compliance.We prioritise transparency, ethical practices, and ongoing client education, ensuring clients feel empowered to make informed decisions about their financial future. Our commitment to excellence is evidenced by longstanding client relationships and testimonials highlighting our professionalism, expertise, and dedication to achieving optimal outcomes.
Services
Financial Planning
Protection
Mortgages
Pensions
Equity Release
Wealth Management
Taxation
Business Protection
Savings & Investments
Client Login
Highlights and features
- We offer personalized financial advice tailored to individual needs
- Our team has over 30 years of experience in financial planning
- We provide transparent, jargon-free guidance on complex financial products
- Our FCA-regulated status ensures compliance with strict industry standards
- We handle all paperwork and research to simplify financial processes
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional, helpful and efficient
Sound financial advice
Pain-free manner
First class service
Honest and unbiased advice
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve their life goals through effective resource management. We analyse current financial status, identify objectives, and develop actionable plans covering investments, retirement, and risk management. This service ensures clients maintain financial stability while working towards long-term aspirations.
Protection
We provide comprehensive protection solutions including life assurance, income protection, and critical illness cover. Our approach assesses individual risk profiles to recommend appropriate safeguards against unforeseen circumstances. This service ensures clients and their families maintain financial security during challenging life events while complying with regulatory standards.
Mortgages
Our mortgage advisory service helps clients navigate property financing options across London and the UK. We offer guidance on first-time purchases, remortgaging, buy-to-let investments, and equity release solutions. With access to diverse lenders, we secure competitive rates while ensuring clients understand all financial commitments involved.
Pensions
We specialise in creating pension strategies that maximise retirement income through various vehicles including SIPPs and stakeholder pensions. Our service includes consolidating existing pensions, tax-efficient planning, and regular portfolio reviews. We ensure clients maintain sufficient funds for their post-retirement years while complying with HMRC regulations.
Equity Release
Our equity release service provides tailored solutions for homeowners seeking to access property wealth without selling. We offer lifetime mortgages and home reversion plans with transparent fee structures. This service enables clients to supplement retirement income while maintaining residency rights in their properties.
Questions
What financial services does IDFM (City) offer?
We provide financial planning, protection, mortgages, pensions, equity release, wealth management, and business protection services tailored to individual needs.
How does IDFM (City) ensure personalized financial advice?
We begin by thoroughly understanding your financial situation, goals, and concerns through detailed consultations before developing tailored strategies.
Are IDFM (City)'s financial advisors regulated?
Yes, we operate as an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
What areas does IDFM (City) serve?
While based in London, we provide financial advisory services to clients across the UK through both in-person and remote consultations.
Reviews (4)
Carey English
Feb 24, 2021
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An excellent personal service covering my mortgage, life insurance and house insurance. An incredible team notably Lucy who went to every length to organise my mortgage as swiftly as possible answering every question that I had. Her friendly approach made the whole experience enjoyable and one where I improved my knowledge. I feel my FA planning is in safe hands and I can not recommend Peter and his team more highly and I look forward to working with them again soon.
P. V.
Dec 25, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Amazing service. They know their stuff. Super proactive. A gem.
Amazing service. They know their stuff. Super proactive. A gem.
Melody Johansson
Dec 10, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
The team, namely Lucy went over and above to assist and ensure we had a good experience. We would definitely recommend IDFM
The team, namely Lucy went over and above to assist and ensure we had a good experience. We would definitely recommend IDFM
Simon Lilley
Dec 08, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Excellent personal service from a dedicated team of professionals who strive to achieve the very best for their clients.
Excellent personal service from a dedicated team of professionals who strive to achieve the very best for their clients.
