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Pension Freedom
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pension freedom  
Pension Freedom
pension freedom wakefield

April 2015 marks one of the biggest overhauls in the Pension system for decades. With greater Pension freedoms, there will be no requirement to buy a lifetime Annuity. With more options now available to you, it is important to get the right advice based on your individual circumstances.

If you’re looking for greater flexibility in your retirement income, you can now have it.

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personal finance wakefield
 
Business Owners
Business Owners wakefield

Corporate financial planning is often overlooked by Independent Financial Advisers. It is crucial for the owners of companies to review their corporate financial planning as well as their personal financial planning. We can work in conjunction with your Accountants to ensure that you are getting the most from your company, from a financial perspective, and in the most tax efficient way.

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personal finance wakefield
 
Investment Management
Investment Management wakefield

When you engage with IFM Ltd as a client we want you to understand and agree with what we feel creates Investment Success. Our philosophy is to provide you with the very best investment options to meet your needs. We feel that fund management can have several key drivers, whether that is risk, asset allocation, cost or performance. Many Multi-Asset portfolios research each of these areas in detail but individual fund managers will have a key focus for their portfolio.

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