IDFM (City) Ltd

Restricted - Whole of Market  4 Cedar Court, London, London, SE1 3GA
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FCA authorised
Last authorised 26th July 2021
Based in London Bridge, IDFM (City) Ltd offers intelligent financial and whole of market mortgage advice to individuals and businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Peter Curtis BSc (Hons) APFS
Chartered Financial Planner
About us

As local financial advisers we take great pride in the quality of our client care and service and offer comprehensive advice that meets the majority of personal financial needs.

With a team that includes fully qualified financial advisers, our professional team is qualified to provide bespoke solutions to meet your financial objectives.

Our services

We are a boutique financial planning and wealth management business committed to helping our clients understand their goals, dreams and aspirations. This forms the basis for their personalised plan, designed to set them on their path towards financial freedom. We believe in truly understanding and placing your lifestyle aspirations at the heart of your financial plan. This approach will provide you with the best opportunity for achieving the freedom you want in life. We aim to provide an excellent level of service with personal attention to clients’ needs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Transferring out of a Final Salary pension scheme is unlikely to be in the best interests of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

4 Cedar Court, 1 Royal Oak Yard, Bermondsey Street, London, London, SE1 3GA

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