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 5 sur 5 étoiles

Professional service

Professional service , both from the admin and from Advisor. Great advice, not self serving, sensible understandable financial language. Would highly recommend. Thank you.

8 novembre 2023
Noté 5 sur 5 étoiles

We've had an amazing experience with…

We've had an amazing experience with Imperial Wealth Advisory.

Chirag explained every step clearly, taking time to understand our needs. We would have no hesitation in recommending him.

Many thanks to him and the lovely Taylor.

21 septembre 2023
Noté 5 sur 5 étoiles

Very helpful … not confusing

Chirag and his team have been incredibly helpful in advising me of my pension options; the meetings haven't been confused by using too much financial jargon. I look forward to working with them for years to come and would happily refer anyone to this company.

16 juillet 2023
Noté 5 sur 5 étoiles

Annual Review

I have recently had my annual review with chirag at imperial wealth regarding pensions and finances’ everything is talked through and explained fully’ giving me peace of mind. I have been with imperial wealth for over three years and the whole team are so professional helpful and friendly. A great team.

27 juin 2023
Noté 5 sur 5 étoiles

I was recommended to imperial wealth…

I was recommended to imperial wealth Advisory. I went to the office for my consultations and was made very welcome by Chirag and all his staff. It felt very comfortable and he went through all the information and answered all my questions.Even though I am a new client l feel his service in the future will be as good as it was at my first consultations. I have recommended the firm to other people to get advice.

5 juin 2023
Noté 5 sur 5 étoiles

God friendly advice and welcoming

From my first initial enquiry I was met with good friendly advice.
All staff are friendly and welcoming.
Great advice on my pensions and all explained in language I could understand fully.
Recommended advisory service.

29 mars 2023
Noté 5 sur 5 étoiles

Outstanding service provided by Chirag

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 rushing the client and advised accordingly to tailor towards the clients needs.

- Kept updated throughout the process.

- Tayler, always nice to hear a friendly cheerful voice, that is happy to help with queries.

Thank you again to you both!

8 décembre 2022
Noté 5 sur 5 étoiles

Satisfied Customer

Chirag our advisor is very informative and patient. Tayler their paraplanner is lovely and very helpful. They are a very approachable team.

9 janvier 2023
Noté 5 sur 5 étoiles

Brilliant advice

Brilliant advice, A friendly service with home visits, all my options were explained in simple terms, cannot recommend enough, Top marks Guys

19 septembre 2022
Noté 5 sur 5 étoiles

Professional and friendly company

Chirag and team are very knowledgeable.
From my first home visit all was explained in a way you could understand, and my latest dealings have also been taken care of in a professional manner
No hesitation in recommending this company

2 décembre 2022
Avis spontané

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