Independent Financial Advisor in Chesterfield
Want to make sure your family are well looked after should the unthinkable happen? Planning for the future? You may be unsure about how to go about things but whatever your needs are, independent financial advisor Ian Martin at ISM Financial Management can assist. For anything from life insurance to pension planning, call now for our wide range of financial services tailored to meet your needs.
Call ISM Financial Management for:
Including: Personal Pensions, Stakeholder schemes for private clients and businesses, SIPP's and at retirement vesting
- Investments and Savings*
Including ISA/Unit Trusts, OEIC's, on and offshore investment Bonds, Full range of Ethical Investments and Free review of existing portfolios
- Taxation Planning
Including: Inheritance tax, Capital Gains Tax, Income Tax and Corporation tax planning (Tax planning is not regulated by the FCA).
- Personal and Business Protection
Including: providing for you or your family in event of death of illness, a key man in your business or the death of a director within your business
- Financial planning
*The value of the investment can go down as well as up and you may not get back as much as you put in.
Our mission statement:
"With over 18 years' experience, ISM Financial Management has built an excellent reputation for providing quality advice and on-going client care which are of utmost importance to our business."
ISM Financial Management (FCA number 463072) is an appointed representative of Intrinsic Independent Ltd which is authorised and regulated by the Financial Conduct Authority. Intrinsic Independent Ltd is entered on the FCA register (http://www.fca.org.uk/register/ ) under reference 217742.
Hours of business
Available at any suitable time, please call to arrange an appointment at a time convenient for you.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.