Imperial Wealth Advisory Avaliações 

96
•
O TrustScore é 5 de um total de 5

4,8

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 4 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Detalhes da empresa

  1. Consultor Financeiro
  2. também em
  3. Planejamento Financeiro
  4. Serviços de Investimentos

Sobre Imperial Wealth Advisory

Escrito pela empresa

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

Escrito pela empresa

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.

Informações de contato

4,8

Excelente

O TrustScore é 5 de um total de 5

96 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

4,8

Todas as avaliações

(96)

6 avaliações nos últimos 12 meses

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Avaliado com 4 de um total de 5 estrelas

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 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

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 de setembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de setembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de maio de 2024
Avaliado com 5 de um total de 5 estrelas

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 de janeiro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de janeiro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de janeiro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de dezembro de 2023

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