IDFM (City) Ltd

Financial Adviser (Restricted Whole of Market) (Blackheath Branch) 4 Cedar Court, 1 Royal Oak Yard, Bermondsey Street, London, London, SE1 3GA
FCA verified
15th October 2018
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
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Peter Curtis BSc (Hons) APFS
Chartered Financial Planner
Where to find us

(Blackheath Branch) 4 Cedar Court, 1 Royal Oak Yard, Bermondsey Street, London, London, SE1 3GA

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.

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

Clients can opt to engage the firm's services on a fee basis. IDFM (City) Ltd offers a range of fee options ranging from a purely transactional service to a tailored portfolio management service aimed at offering value added service to clients.

Alternatively IDFM (City) Ltd can work on a commission basis.

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

For mortgages you can choose how we are paid: pay a fee, usually we accept commission from the lender and charge no fee. Alternatively we can rebate the commission to the client and charge a fee of 0.5% of the loan amount.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

For Equity Release we act as introducers only.

EQUITY RELEASE REFERS TO HOME REVERSION PLANS AND LIFETIME MORTGAGES. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

For Commercial Mortgages and Long Term Care we act as introducers only.

For Protection insurance we offer products from a selected panel of providers.

For Buildings & Contents insurance and Accident, Sickness & Unemployment insurance we offer products from a limited panel of providers.

The value of pensions and investments can fall as well as rise; you may get back less than you invested.

As an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, IDFM (City) Ltd has access to specialist planning services. Therefore IDFM (City) Ltd are able to act as introducers for occupational pension transfer analysis and pensions and divorce analysis.

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