Our Client Journey
Our Client Journey
Introductory Meeting
1. Introductory Meeting
  • During this initial meeting we will complete a fact find and risk questionnaire, get to know your needs, goals and concerns and discuss your short- and long-term financial aims.
  • This is also an opportunity for you to get to know us and ask any questions you may have about us as a firm, our services, and processes.
IPFM Ltd.
Millers Barn
48a Shortmead Street
Biggleswade
Bedfordshire
SG18 0AP

Regulated by the Financial Conduct Authority
FCA Registration Number: 402334

Luke Gibbon A.C.I.I., Cert PFS Chartered Insurance Practioner

Charlotte Gibbon BSc, DipPFS Certified Financial Planner

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