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About Independent Financial Management

Our aim is to be the key trusted adviser for our clients helping them to realise their lifestyle ambitions and goals.

At Independent Financial Management Ltd, we work with our clients to develop tax efficient wealth management plans. We can work with you on a specific area of interest or help you develop a comprehensive and integrated plan around your financial goals.

The advice we provide is fee based and delivered to the internationally recognised Diploma in Financial Planning Standard.

Provision of exceptional service, tailored to each clients’ needs is paramount to the way we work; we place great emphasis on the value of long-term relationships.

We are independent financial advisers and are therefore able to search the whole market place to identify the best choice of investment provider and funds for an individual’s circumstances and objectives. Unlike tied and multi-tied advisers, normally Banks and Building Societies, we are not restricted in our selection process as this seriously weakens the ability of the firm to create the strongest possible investment strategy for its clients.

Our FCA registration can be confirmed here - by entering the following firm reference number 198055.
(IFM do not accept responsibility for the content on third party web sites.)

"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
Privacy Policy Independent Financial Management Ltd, Wakefield | Authorised and Regulated by the Financial Conduct Authority. Reg no 198055
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