financial advice wakefield

Financial Advice Wakefield | My Portfolio

Home Advice Process About Us Our Clients Contact
Pension Freedom
Business Owners
Investment Mgmt.

pension freedom

youtube video

Financial Advice Portfolio

my portfolio

As a client of IFM you can use the following link to access your own investments. This will enable you to obtain instant valuations of your portfolio. The site has lots of other functionality that you might find useful and it is totally secure to you.

When you first come to register on this system you will need to input an Access ID, Username and Password, these will be supplied to you by your adviser. Please call 01924 339 825 to obtain these.

Once you have logged in you will be able to change the password to make the site totally secure for your own use. Passwords need to be 12 characters in length and to contain both numbers and letters.

Please click the following link to access your portfolio:

my portfolio

(IFM do not accept responsibility for the content on third party web sites.)

"I can not for the life of me imagine why anyone would want to be a pensions expert... but I'm truly glad that you are!"
Vince Hayes, IT Project Manager, Wakefield MDC
Privacy Policy Independent Financial Management Ltd, Wakefield | Authorised and Regulated by the Financial Conduct Authority. Reg no 198055
Treating Customers Fairly Content on this web site is subject to current legislation and may be liable to change
Pod9 Web Design Wakefield Annuities Leeds | Financial Advice Leeds | Pensions Advice Leeds | Independent Investment Advice Leeds | Independent Financial Advisers Leeds