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Investment Management

At Independent Financial Management Ltd every client is unique: your personal circumstances, preferences and objectives form an individual profile that informs and influences our recommendations for your investments and savings.

As entirely independent advisers, we understand and access the whole investments marketplace for our clients.  We specialise in matching a particular profile with the right product or portfolio for you.

So whether you want regular income or lump sum payouts, short term savings (maybe for a car or a wedding), or longer term investments (perhaps to fund university or travel the globe), and whether you’re a cautious or adventurous investor, we work with you to plan your own personal strategy.

With a clear understanding of your own particular needs, your personal Independent Financial Management Ltd Adviser identifies effective, tax-efficient packages that work hard to meet and exceed your individual objectives.

If you want to discuss these areas of advice then please give one of our advisers a call on 01924 339 825 or complete the enquiry form at the top of this page.

"Thank you for sorting out the mess we were in with our pensions. I don’t know what we would do without you."
Neil Benfield. Carpenter. Huddersfield.
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