Independent Financial Management Limited

Independent Financial Adviser 26 Cheapside, Wakefield, West Yorkshire, WF1 2TF
FCA verified
17th December 2018
We have no call centres & no pressure. Just real people providing sound financial advice.Endorsed and approved by the Law Society.
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Group protection
    • Taxation planning
Meet our advisers
Kirk S Dyson Ba (Hons) Dip PFS
Managing Director
John Edward Bagshaw BSc (Hons) Dip PFS
Mark Huckerby Ba (Hons) Dip PFS
Where to find us

26 Cheapside, Wakefield, West Yorkshire, WF1 2TF

About us

Originally established in 1961, we have built a reputation for expert & professional advice to personal and corporate clients alike.

We have particular expertise in advising clients who are "At retirement" and need pension and investment advice. We work closely with local accountants and solicitors to offer a comprehensive financial service.

Initial consultations are free and appointments can be made at your convenience.

Our services

IFM Ltd work closely with our clients and place great emphasis on the value of our long term relationship with them.
We offer a 'Truth' report which will provide long term cash flow forecasting for a client. This will clearly demonstrate whether a client is on course to fulfill their objectives or if they are falling short. Our key clients are Owner Managers of small Limited companies.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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