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

Knowledgeable and no pressure

Knowledgeable and straightforward advice
No pressure on any part of the process
Would recommend to anyone who is worried about pressure selling
Doesn't happen here!

20 octobre 2022
Noté 5 sur 5 étoiles

pension advise

Very experienced gentleman came to the house, heard what we wanted and came back to us with a proposal which we were very happy with and have regular reviews, I would recommend Chirag from imperial wealth to anyone

9 avril 2022
Noté 5 sur 5 étoiles

5 star service

From initial meeting with Chirag and the detailed proposal he supplied personally I aways felt I was getting a "personal advisor" not just advice. I'm very happy with the way my money / pensions have been managed. Communication and information is there whenever you need it . . Definitely a 5 star experience ✨️

1 mars 2022
Noté 5 sur 5 étoiles

Imperial Wealth Advisory

I've been with Chriag since just before he started his own company, Imperial Wealth Advisory. It's a pleasure to be one of his clients, always keeping me informed on updates. His service is outstanding. I had an occasion to be able to meet up with Chriag & his lovely team recently. I was very warmly welcomed. After the appointment Chriag insisted on paying for a taxi to get me home safely. He's a real gentleman. I would definately reccomend his company.

2 novembre 2022
Noté 4 sur 5 étoiles

Very efficient and professional experience

It's still early days in terms of my involvement with imperial wealth advisory so trying to review this type of service involves reserving judgement to a certain extent. But from my own personal experience so far I can say that my retirement advice and pension transfer was handled in a very efficient and professional manner and all the team have been very friendly and helpful. The True Potential portal is also very useful. I would suggest that it might be helpful to make some sort of follow up contact after a pension transfer of this sort is completed to give some reassurance to a new customer about the next steps and that their plan is on track - particularly in view of the general economic situation at present.

20 octobre 2022
Noté 5 sur 5 étoiles

A personnel adviser was appointed to me

An adviser was appointed to me, he was then the personnel contact for dealing with my financial needs and requirements. This allowed me to easy follow and deal with any correspondence with confidence.

13 juillet 2022

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