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Independent Financial Advice Leeds and Wakefield

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When clients come to Independent Financial Management Ltd they generally have lots of financial baggage. They will have seen several advisers over their adult lifetime and have no idea if what they have set up is suitable.

You need someone who can make sense of what you’ve got to create a cohesive plan to take you forward.

Financial advice is a bit like a jigsaw, which we can help you put together. We are totally impartial which means that we can help you find the best product or service for you, as we have no ties or special relationships.

We need to understand what your financial needs are and what your attitude to investment risk is so that we can put a plan in place for your future. This needs to be done in a tax efficient way with your adviser working closely with other professionals in your life (accountants / solicitors) with your financial adviser at the heart of your financial dealings.

We use the latest technology to help us do this for you, involving a full analysis to identify your financial gaps to ensure that your financial goals are met.

We create your own portfolio that suits your tolerance for risk and guides your savings on a path to reach your financial goals. Your portfolio is yours to access online whenever you wish for the latest updates and valuations.

Over the years our experience will be of benefit to you as we have ridden the ups and downs of the stock markets, which enables us to give you seasoned advice. 

Independent Financial Management Ltd has been through a rigorous qualification process. We are endorsed not only by the FSA, but also as a member of the Solicitors Independent Financial Adviser group we are also endorsed by the Law Society. This means as a client you can be reassured that the advice and service you receive is of the highest standard.

As a result our clients become better informed, confident and empowered to reach their financial goals.

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Testimonials...
"Buying a house can be very stressful, but IFM has made the process much simpler and easier. We would always return to you for our mortgage and property advice."
Lynne & Chris Jones, Children’s Nursery Owners, Wakefield
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