Welcome to Inspirational Financial Management, Independent Financial Advisers in Huddersfield, West Yorkshire

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 forecast income and expenditure, risk profile and inflation growth expectations.

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions:

What We Do

This process includes the Initial Assessment, Planning, Strategic Advice and Proactive Review to ensure that you receive the best service and advice toward your financial security for the future.

1. Initial Assessment

This process includes the Initial Assessment, Planning, Strategic Advice and Proactive Review to ensure that you receive the best service and advice toward your financial security for the future.

2 Planning

Once the Strategic Plan has been agreed we then start implementation in order to make your vision a reality. At all times we ensure that you maintain financial security for the future. We will therefore complete the financial review making appropriate recommendations to you from across the whole economic spectrum ensuring that any solutions are clearly defined within the overall picture and in context with your vision.

3 Strategic Advice

Our approach is avant-garde. That is to say we’ll use our practical experience and broad range of resources to review where you are now what plans and solutions you currently have in place and then further help you understand what is needed for you to achieve financial independence. We achieve this by using your growth expectations and then by projecting your end of year capital balances forward year on year until you start taking an income. This then allows you to tailor your very own strategic plan by making changes in the amount you invest annually or reducing your retirement income aspirations.

4 Proactive Review

Once implemented we have to make sure the process once in place continues year after year. As your needs and circumstances and financial commitments change so your vision and aspirations change. We will therefore commit to periodic auditing of your economic circumstances ensuring that you fully understand the level of risk that you are taking with your financial environment, your progression towards economic independence with the strategic plan and whether or not the plan is still current taking into account any changes. This will maintain clarity of your vision and allow us to provide you with ongoing advice.

Find Us on Facebook

Did you know? 60% of the population do not have a will. IFM Will Writing Services are please to offer half price wills until the end of September. £62 for a single will and £87 for a mirror will. Please ring 01484 518777 and quote "Facebook" for your will appointment! Don't delay, take care of tomorrow, today. ... See MoreSee Less

View on Facebook

It is sobering fact, but did you know that by 2021, over 1 million people in the UK will have dementia, and over two thirds of these people will be women? To help anyone in this situation handle their financial affairs during what is an incredibly sensitive time, can be extremely difficult. Here at IFM, we have trained and qualified advisers who can give advice in areas such as Lasting Power of Attorney and Trusts. Call to speak to an adviser on 01484 518777. ... See MoreSee Less

View on Facebook

IFM's study reveals a number of misconceptions about Wills, particularly relating to how they work in marriages and partnerships: well over three quarters (81%) of married people did not know that their existing Will was revoked when they toed the knot and almost two thirds (63%) either don't know or wrongly believe that they are automatically covered by their partner's Will.

Despite the fact that most people don't currently have a Will, the majority (58%) plan to do so at some point in the future. Of these, most (25%) will use a lawyer or Will Writing Service, 20% are likely to use a DIY template while 13% will write it themselves as a letter. However, over one in five (20%) people do not plan on writing a Will and face the prospect of dying intestate.

Mark Hinchliffe, Senior Estate Planner at IFM Wills says "Everyone should have a Will but the sad fact is that most people haven't got round to do it or if they have it's often severely out of date. There is a lot of confusion about how Wills work and this can lead to problems further down the line. We would recommend to anyone planning to draw up a Will that they use a lawyer or a Will writing service as this is likely to reduce the risk of unintended consequences."
... See MoreSee Less

View on Facebook

Free Financial Health Clinic! IFM are pleased to announce our free financial health clinic on Tuesday 29th July, 5pm - 8pm. This is an opportunity for you to come and speak with a qualified advisor about Pensions, Mortgages, Equity Release, Wills, Trusts, and any other questions you may have. We are more than happy to help if we can!

We are also offering half price wills for people who attend on the evening. For further information please contact Laura on 01484 518777 or you can find us at Woodland View House, 675 Leeds Road, Huddersfield, HD2 1YY.
... See MoreSee Less

View on Facebook

Linked News

IFM Wills Website

Are you looking to have a professionally drawn up will? Looking to have a single or mirror will? on 23 Sep 2014
Read Full story »