April 2015 marks one of the biggest overhauls in the Pension system for decades. With greater Pension freedoms, there will be no requirement to buy a lifetime Annuity. With more options now available to you, it is important to get the right advice based on your individual circumstances. If you're looking for greater flexibility in your retirement income, you can now have it.
Our aim is to be the key trusted adviser for our clients helping them to realise their lifestyle ambitions and goals. At Independent Financial Management Ltd, we work with our clients to develop tax efficient wealth management plans. We can work with you on a specific area of interest or help you develop a comprehensive and integrated plan around your financial goals. The advice we provide is fee based and delivered to the internationally recognised Diploma in Financial Planning Standard.
Provision of exceptional service, tailored to each clients' needs is paramount to the way we work; we place great emphasis on the value of long-term relationships. We are independent financial advisers and are therefore able to search the whole market place to identify the best choice of investment provider and funds for an individual's circumstances and objectives.
Our Locations:
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Main Office - 26 Cheapside, Wakefield, WF1 2TF
01924 339825
Business Name
Independent Financial Management
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