ILM Financial - Glasgow

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ILM Financial: A Comprehensive Financial Consultancy

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ILM Financial stands as a respected and established financial consultancy located at 2 Fitzroy Pl, Glasgow G3 7RH, United Kingdom. Their dedicated telephone number is 1412214631, and visitors can access more information and schedule appointments by visiting their website at ilmfinancial.co.uk. The firm specializes in providing a comprehensive suite of financial services, including acting as a Financial Consultant, offering tailored Investment Services, and functioning as a trusted Mortgage Broker. ILM Financial consistently demonstrates a commitment to delivering personalized solutions and building long-term client relationships.

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Core Services and Expertise

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ILM Financial distinguishes itself through its holistic approach to financial planning. They understand that each client’s circumstances are unique, and therefore, they prioritize a thorough assessment of individual needs and goals. Their services extend beyond simply managing investments; they encompass a broader strategy for securing financial well-being. Specifically, the firm’s core offerings include:

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• Financial Consulting: ILM Financial provides expert advice on a wide range of financial matters, including retirement planning, investment strategies, tax optimization, and estate planning. They assist clients in developing a clear understanding of their financial situation and identifying opportunities for improvement.

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• Investment Services: With a deep understanding of the market, ILM Financial helps clients build and manage diversified investment portfolios aligned with their risk tolerance and financial objectives. They offer access to a broad range of investment products, including stocks, bonds, mutual funds, and ETFs.

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• Mortgage Brokerage: ILM Financial simplifies the often-complex process of securing a mortgage. They work with a network of lenders to find the most suitable mortgage options for their clients, ensuring competitive rates and favorable terms.

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The firm’s team possesses extensive knowledge and experience, staying abreast of the latest market trends and regulatory changes. This ensures that clients receive informed and up-to-date guidance.

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Accessibility and Amenities

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ILM Financial is committed to providing a comfortable and accessible environment for all clients. The office is wheelchair-accessible, featuring a wheelchair-accessible entrance and a wheelchair-accessible toilet. Furthermore, the facility offers a standard toilet for general use. Appointments are highly recommended to ensure dedicated attention and personalized service. Clients appreciate the professional and friendly atmosphere fostered by the team.

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Client Feedback and Reputation

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Based on publicly available information, ILM Financial has garnered overwhelmingly positive feedback from its clients. The company holds 3 reviews on Google My Business, each reflecting a Average opinion: 5/5. These reviews consistently highlight the firm’s dedication to client satisfaction, the knowledge and expertise of its advisors, and the overall quality of service provided. Specifically, clients frequently commend Peter, a key member of the team, for his comprehensive pension planning strategies and his ability to explain complex financial concepts in an easily understandable manner. Many appreciate the tailored solutions and the collaborative approach to financial planning. The atmosphere is described as friendly, professional and conducive to building trust. Clients value the long-term relationships they’ve established with ILM Financial, citing the firm’s trustworthiness and commitment to their financial success. The friendly people and good advice consistently contribute to a positive experience.

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Contact Information and Additional Notes

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To schedule an appointment or to learn more about ILM Financial’s services, please contact them at the provided phone number or visit their website. They are dedicated to assisting clients in achieving their financial goals through expert guidance and personalized service. The firm’s commitment to accessibility ensures that all clients can comfortably engage with their financial planning process.

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"summary": "ILM Financial is a Glasgow-based financial consultancy offering comprehensive financial advice, investment services, and mortgage brokerage, consistently receiving excellent client feedback and prioritizing accessibility.",
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👍 Reviews of ILM Financial