Imperial Wealth Advisory

11 Harcourt Way, Meridian Business Park, LE19 1WP, Leicester, GB
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5.00
Based on 80 Reviews

5

96.25%

4

3.75%

3

0.00%

2

0.00%

1

0.00%
About Imperial Wealth Advisory

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.

Contact Info

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Mrs O
United Kingdom | 21 October 2022

I am happy with my dealings with Imperial Wealth. Efficient and well organised. These are turbulent times financially but I have felt reassured.

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Mr Alan
United Kingdom | 21 October 2022

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.

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Alan Wade
United Kingdom | 20 October 2022

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.

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Indrajit
United Kingdom | 20 October 2022

Most helpful always kept me informed and updated professional attitude and experience within their team will recommend to friends and family

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Ian
United Kingdom | 20 October 2022

Extremely helpful adviser, explained everything about the various pension options available in a manner that didn't confuse us and listened to what we wanted. Very happy.

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Graham
United Kingdom | 15 October 2022

excellent advise and assistance in sorting out my works pension ,,

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Ken Pearson
United Kingdom | 14 October 2022

Great service, always helpful and knowledgeable. Whenever I've requested a meeting or asked a question, Chirag or Annya have always responded quickly and positively. IWA have made the very complicated area of pensions and investments clear and understandable. I would have no hesitation in recommending IWA to friends and relatives, as I've already done.

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Mr Hirst
United Kingdom | 14 October 2022

The team were very helpful and things were clearly explained I would have no hesitation in recommending them

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Mrs Nourish
United Kingdom | 14 October 2022

All personnel are always extremely helpful, all questions answered asap.

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sarah Burzio
United Kingdom | 13 October 2022

Imperial Wealth Advisory, give excellent advice and an out standing service. We new we was in good hands from the moment we met Chirag. Imperial Wealth Advisory has changed our lives for the better and have put us in a great position for our retirement. They are trustworthy abd I highly recommend them.

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David Maine
United Kingdom | 13 October 2022

Brilliant service

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Deborah
United Kingdom | 13 October 2022

I have been with Imperial Wealth for a few years now. they have always been honest and helpful they always keep in contact with me.

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Sara
United Kingdom | 13 October 2022

I would recommend Imperial Wealth to everyone. They are very professional, give good advice, and keep you informed with every process.

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Mrs Waddingham
United Kingdom | 13 October 2022

Very friendly and helpful. Ben Evans has talked me through my pension and investments thoroughly and with patience.

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Jazz
United Kingdom | 13 October 2022

Everyone at Imperial Wealth have been very good in handling my pension transfer. Would Recommend them all the time.

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Judith Veasey
United Kingdom | 13 October 2022

I contacted Imperial Wealth Advisory following a telephone appointment with Pension wise and a follow up email summarizing the appointment, following some links for Financial advice regarding AVC's, I came across Imperial Wealth. After a telephone conversation a face to face appointment was arranged at a time to suit my convenience at my home. The financial advisor was very helpful, he explained things clearly, assessed my needs and went away to compile his report and advice. I took up his recommendation and transferred my AVC's into an Investment policy, so am now waiting to see how it will perform in the future.

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Robin Wydra
United Kingdom | 12 October 2022

Excellent company very professional, would highly reccommend.

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customer
United Kingdom | 06 October 2022

Having recently retired I engaged Imperial Wealth to manage my pension. As someone very sceptical of the financial sector they have proved to be invaluable in helping me manage my retirement fund

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B L
United Kingdom | 05 October 2022

Excellent service and advice

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David
United Kingdom | 05 October 2022

Provided a very professional and friendly service.

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