ipfm ltd

30/12/2024

We hope you're all enjoying your Christmas break and spending quality time with your loved ones!

The office will be back open on Thursday , 2nd January. We’ll do our best to catch up on messages, emails, and missed calls, but please know we’re not ignoring you—it’s the only time of year when we fully close the office and I can take off my business hat to relax.

19/12/2023

Have a Merry Christmas and a prosperous new year from Charlotte and the team at IPFM!

13/11/2023

Schroders Economic Infographic November 2023.

Questions if we have reached peaked interest rates and look at the Bank Of England’s long inflation battle.

03/10/2023

We are grateful for all the reviews we have received from our clients.
Are you looking for financial advice? Contact us today to book in with Charlotte to discuss your financial needs.

21/09/2023

Schroders Economic Infographic September 2023.

Looks at the implications of China’s property market woes, why Brazilian growth has surprised investors so positively, and outline our latest global growth forecasts.

25/08/2023

A great review from a client who was pleased with our services.

Read what clients have written about Charlotte Gibbon of Independent Personal Financial Management Ltd - One of our Financial Advisers in Biggleswade

03/08/2023

I want to say a big thank you to all our clients who leave us our great reviews. I am proud to say I have been rated a top adviser and will appear in the 2024 Guide to Top Rated Financial Advisers.

The 2024 guide will be distributed in The Times, The Telegraph and The Mail on Sunday.

05/06/2023

We would like to congratulate Rachael on passing her R01 Financial Services, regulation and ethics exam!

31/05/2023

From 1st June 2023, Nationwide are updating their Green Additional Borrowing (further advance). Click the link below to learn more about this.

We're pleased to let you know that from 1 June, we'll be updating our Green Additional Borrowing range to offer 0% products for existing Nationwide mortgage members.

22/05/2023

A great review from a happy client who we helped to consolidate their pensions.

Read what clients have written about Charlotte Gibbon of Independent Personal Financial Management Ltd - One of our Financial Advisers in Biggleswade

27/04/2023

Schroders Economic Infographic April 2023.

Looks at the impact higher rates are having on the global economy.

25/04/2023

Click the link to see the most recent update from the Financial Conduct Authority (FCA) regarding the LF Woodford Fund, regarding a maximum potential redress of £298 million available for distribution amongst investors.

FCA says redress package will cover losses after fund was plunged into crisis in 2019