Company:

New Idea Finance Services

Address:

New Idea Finance Services
18/19 Ahmadu Bello Way,
 8th Floor, NNDC Building,
 Kaduna - Nigeria

Telephone:

+2348033036047 or +447867721983

Email:
Website:

Kaduna@NewIdeaFinance.com
www.NewIdeaFinance.com

Qualifications
Registered Financial Consultant (RFC).
Chartered Institute of Stockbrokers (CIS) Licensed.
Certified Management Consultant (CMC).
Certificate in Commodity Trading from ASCE.
Certificate in Funds & Portfolio Management (Capital Market Institute of the SEC).
SEC Licensed as Capital Market Operator in the category of Investment Adviser.
Member, Leasing Association of Nigeria.
Certificate in Leasing.
Certified Financial Analyst (UK).
Associate Member, Commodity Brokers Association of Nigeria (CBAN).
Certified Financial Consultant (CFC).

Service Portfolio
Comprehensive Financial Planning.
Commodity Trading & Funds Management.
Trading in Shares.
Bonds, Commercial Paper, Private Placement, Leasing and Repurchase Arrangements.
Investment & Portfolio Planning including Personal Financial Planning and Estate Planning.
Fraud Detection and Prevention.
Retirement Planning.

Ideal Clients
All individuals striving for financial independence.
Retired & Pre- retired.
Business Owners & Managers.
Civil Servants and Politicians.
Legal, Medical & Accountancy Professionals.

Typical Clients and Charges
We offer a one hour initial exploratory meeting at our offices without charge where we will discuss the service we provide and your expectations. Thereafter we operate on a fee basis, either by the hour or by reference to fixed fees which are agreed at outset. We believe that a fee based adviser is your only guarantee of true independence and impartiality. We sell advice and some financial products such as Repurchase Arrangements and Leasing.

Our clients are normally anything but typical and range from high flying company directors, professionals and entertainers, to retired executives, farmers and public officials. We believe that Financial Planning is for everyone who recognises the value of truly impartial advice and wishes to take control of their finances.

General Background Information Specific to Financial Services Competence
David Iornem has over 30 years experience as an Adviser and Financial Planner. He established the New Idea Finance Services in 1984 to meet the demand for expert opinion and advice, professionalism and personal service. Prior to forming New Idea Finance Services, David worked with leading companies including the Unilever Group and the Nigerian Breweries. He acquired his huge interest in financial services provision while undertaking postgraduate studies at the Scottish Business School, Heriot-Watt University Edinburgh, where he made Distinction Grade in Investment and Portfolio Analysis in the Master of Science in Management Degree. He holds the Practicing Licence of the Chartered Institute of Stockbrokers, Certifsicate in Funds and Portfolio Management from the Capital Market Institute of the Securities and Exchange Commission, SEC Licensed Investment Adviser, Certificate in Commodity Trading from the Abuja Securities & Commodity Exchange, and is a Registered Financial Consultant. He is an ethical marketing professional and a Certified Management Consultant.

His firm, the New Idea Finance Services, offers a comprehensive range of financial planning services for clients who wish to:

• make sense of their current financial position;

• identify and quantify their goals;

• ensure that those goals are realistic and, most importantly, attainable;

• arrange their finances to maximise the prospects of meeting their goals;

• regularly review their circumstances to check they are still appropriate and on target.

• buy shares, invest in bonds and commercial paper

• raise finance through leasing, buy and sell, repurchase agreements, private placement. Syndicated loans