I am sure you are extremely concerned about the current crisis, which is why I am writing to let you know how we are responding and the actions we are taking to keep our colleagues and clients safe. The Prime Minister announced new social distancing measures, which will have a profound impact on our way of life over the next few weeks, and maybe longer.
We may encounter some problems with insurers, investment companies and lenders. Please be patient with us should we encounter any problems with insurers, investment companies and lenders. Our post to the office is being opened and scanned to the relevant team member within IDFM. If you are sending post to IDFM, please email correspondence or scan and email documents to relevant team member if you can.
We may encounter some problems with insurers, investment companies and lenders. Please be patient with us should we encounter any problems with insurers, investment companies and lenders. Our post to the office is being opened and scanned to the relevant team member within IDFM. If you are sending post to IDFM, please email correspondence or scan and email documents to relevant team member if you can.
Services
IDFM (City) Ltd provides financial advice with the intimacy of a small 'boutique' backed by state of the art systems and leading technology. Our team is totally dedicated to providing a focused and proactive personalised wealth management service and corporate advice service. The company director is a highly qualified professional with complementary skills and expertise.
Find out about our professional and experienced team - who they are and how they can help you. Peter Curtis became a Financial Adviser in 1991 following his time at University College London where he studied Biochemistry. Peter is married with 2. Peter is a Chartered Financial Planner. This signifies the achievement and maintenance of the highest and most prestigious level of professional achievement in the industry.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?. Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
There are events we can all face that have the potential to wreck lives and families. It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you - we hope it doesn't - but it might.
This is cover that pays out on death. Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months. It can pay out as a lump sum, or as income for the remainder of the policy term. Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
Reviews (7)
Cruyff Fernandes
Oct 29, 2021
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Carey English
Feb 24, 2021
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An excellent personal service covering my mortgage, life insurance and house insurance. An incredible team notably Lucy who went to every length to organise my mortgage as swiftly as possible answering every question that I had.
Her friendly approach made the whole experience enjoyable and one where I improved my knowledge.
I feel my FA planning is in safe hands and I can not recommend Peter and his team more highly and I look forward to working with them again soon.
Her friendly approach made the whole experience enjoyable and one where I improved my knowledge.
I feel my FA planning is in safe hands and I can not recommend Peter and his team more highly and I look forward to working with them again soon.
P. V.
Dec 25, 2020
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Melody Johansson
Dec 10, 2020
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Simon Lilley
Dec 08, 2020
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That Jane
Oct 04, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
IDFM were recommended to me by a trusted friend, and it was the right move. I know my FA takes every opportunity to ensure that I am protected at all times in accordance with FCA guidelines, added on to his own personalised care and attention to my circumstances. I have complete trust in IDFM.
IDFM were recommended to me by a trusted friend, and it was the right move. I know my FA takes every opportunity to ensure that I am protected at all times in accordance with FCA guidelines, added on to his own personalised care and attention to my circumstances. I have complete trust in IDFM.
Steve Burke
Jun 21, 2020
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