Imperial Wealth Advisory Avis 

96
•
TrustScore 5 sur 5

4,8

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Excellent customer care which exudes throughout the whole office, delivered with real meaning. Excellent portfolio recommendation and performance very clearly explained. In summary, 10/10 and a plea... Voir plus

Noté 5 sur 5 étoiles

Mr C. Thankey and his staff are always friendly, polite and welcoming, with drinks being offered on arrival. There are also mints and chocolates on offer while sitting in comfy chairs, waiting for yo... Voir plus

Noté 4 sur 5 étoiles

The experience of having your financial life mapped out was with trepidation, thankfully this was parked once my advisor explained the process, and the associated fee's. The meeting covered the outloo... Voir plus

Noté 5 sur 5 étoiles

Outstanding service provided by Chirag, Tayler and the team at Imperial Wealth! - Simplified explanation of process without the technical jargon. - Chirag took the time to listen, without... Voir plus

À propos de l'entreprise

  1. Conseiller financier
  2. aussi dans
  3. Conseil en investissement
  4. Planificateur financier

À propos de Imperial Wealth Advisory

Écrit par l'entreprise

Imperial Wealth Advisory has many years’ experience in providing honest and trusted advice to businesses, professionals and families.

Situated in the Midlands, our financial advisers are able to provide you with advice on a wide range of services.

Our main focus is protecting our client’s best interests and to ensure that we actively maintain relationships to preserve wealth throughout all stages of the client journey.

We pride ourselves in providing Independent financial advice, listening to your needs and delivering honest, trusted advice which is bespoke and tailored just for you.

You can be rest assured that we are committed to putting clients at the heart of everything we do.

Our Values

Écrit par l'entreprise

Approachable
We pride ourselves in being friendly, open and easy to talk to. Our services are presented in a way which you can rest assure will be enjoyable and easy to understand.
Transparent
We will always be clear and fully transparent with no hidden agendas. Any recommendations made to you will be put into a written report which will be for you to keep.
Efficient
We aim to work with you to ensure we are as efficient as we can be. Delivering our services on time and to keep you informed throughout the entire process.

Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

96 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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4,8

Tous les avis

(96)

6 avis reçus au cours des 12 derniers mois

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Noté 4 sur 5 étoiles

Should have had a financial review some year earlier.…

The experience of having your financial life mapped out was with trepidation, thankfully this was parked once my advisor explained the process, and the associated fee's. The meeting covered the outlook of the stock and shares investment, along with the associated level of risk this involves. I guess and I have heard that there is a lot of folk that look to retirement with a view of maybe next year, and risk missing the time to make your wealth work for you. I am so glad that I.W.A provided steerage with on time meetings in a relaxed approachable manner. Here is to a future dealings with the I.W.A team and I look forward to my yearly review meeting.

19 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

A great experience

From the moment i met Ajay Badiani i knew i would be very happy for him to manage my pension.
He had my best interest at heart throughout every process and decision.
He listened to my requirements and ensured i checked the investments were what i required before submitting.
I hope to have a long lasting relationship with him and Imperial.

3 septembre 2024
Noté 5 sur 5 étoiles

IWA Pensions.

Company has been very helpful very thorough both vinesh and chirag are very professional,explain things in layman's terms so we understood I would have no hesitation in reccomending this Company.

3 septembre 2024
Noté 5 sur 5 étoiles

Highly recommended

A quick and efficient service from Jas and his team. My pension transfer was explained well and I was kept updated throughout the process. The staff are friendly and professional. Highly recommended.

9 mai 2024
Noté 5 sur 5 étoiles

Finance in a Relaxed Atmosphere

Mr C. Thankey and his staff are always friendly, polite and welcoming, with drinks being offered on arrival. There are also mints and chocolates on offer while sitting in comfy chairs, waiting for your appointment. This all makes for a very relaxed atmosphere.
All details of the Financial Business are explained in a way that I can understand, with simple words being used. There is never a problem with going over certain details until fully understood.

19 janvier 2024
Noté 5 sur 5 étoiles

First class serviceI…

I was dealt with complete professional advice and kept informed at all times along the way even though my situation was not as straight forward as we thought it would be. The advice given to me was carefully explained and all my question were answered.

25 janvier 2024
Noté 5 sur 5 étoiles

Good trustworthy company

Chirag made the whole thing very easy to understand and did everything for me, The whole team were always there if I need to talk to somebody. I would totally recommend them to anyone.

25 janvier 2024
Noté 5 sur 5 étoiles

Their understanding of my dreams of…

Their understanding of my dreams of what I wanted to achieve when reviewing my pensions. Really good communication and willingness to help make decisions where some my pensions weren't performing and giving me options to consider. All round great service

4 décembre 2023

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