Imperial Wealth Advisory Opiniões 

95
TrustScore: 5 em 5

4,8

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

We were introduced to our financial adviser Amar in 2022. We have always found him to be friendly and knowledgeable throughout this time and he has been very helpful in helping to organise our invest... Ver mais

Classificada 5 em 5 estrelas

I have now installed the Royal London App and found its so easy to use. I wanted to thank Mohammed Fulat (MO) for helping us grow our investments, I am so impressed. We couldn't have done it with... Ver mais

Classificada 5 em 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

Classificada 4 em 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

Informações sobre a empresa

  1. Consultor financeiro
  2. Empresa de planeamento financeiro
  3. Serviço 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.


Informações de contacto

4,8

Excelente

TrustScore: 5 em 5

95 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de solicitação de opiniões

Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

4,8

Todas as opiniões

(95)

7 opiniões nos últimos 12 meses

Escreva uma opinião
Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

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 de outubro de 2022
Classificada 5 em 5 estrelas

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 de abril de 2022
Classificada 5 em 5 estrelas

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 de março de 2022
Classificada 5 em 5 estrelas

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 de novembro de 2022
Classificada 4 em 5 estrelas

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 de outubro de 2022
Classificada 5 em 5 estrelas

Extremely helpful adviser

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.

8 de agosto de 2022

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