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About MyIFM...

Our aim is to be acknowledged, as the principal for holistic financial planning Through the provision of quality advice conveyed to the highest level of professionalism.

Inspirational Financial Management will look at your current financial situation with a holistic perspective tailored specifically to your personal needs. We will develop and implement a strategic plan which employs advanced wealth management services.

The Strategic plan will give you for the first time a clear understanding of when you will have accumulated enough capital to retire and still satisfy all of your lifestyle ambitions it will be tailored to you taking into account the value of your current and forecasted income and expenditure, risk profile and inflation growth expectations.

If you are already financially independent or have retired and take an income from your investment portfolio the strategic plan will allow you to visualise the effect any inheritance tax planning gifts you make or income you receive will have on your overall portfolio defining a clear strategy to ensure you remain financially independent.

The Process - please click here to view the process of our wealth management strategic planning.

How can we help you?

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Testimonials

I would just like to thank Bill and Nigel for sorting out my finances and my pension. I now feel in a more secure frame of mind and happier with life. I would not hesitate to pass on your name to anyb ...more >

Call us now on 0845 066 9432 or click here to email >

Authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing and not all forms of long term care plans. IFM Utility Service is not authorised and regulated by the Financial Services Authority. Your home is at risk if you do not keep up repayments on a mortgage or any other loan secured on it. Think carefully before securing other debts on your home. A fee of up to £670.00 inc VAT may be charged on completion of your mortgage. A fee of 1% of advance or £930 inc VAT whichever is the greater may be charged on completion of your lifetime mortgage or home Reversion Plan. The Financial Services Authority does not regulate Buy to Let Mortgages.Terms and conditions apply. Written details on request. Tax relief's and allowances referred to are those currently applying and are liable to change. There value depends upon the individual circumstances of the investor.

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