imperialwealthadvisory.co.uk
Imperial Wealth Advisory is an independent financial adviser based in Leicester. It offers pension planning, savings and investment guidance, personal protection and corporate advisory services. The firm serves both private and corporate clients.
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Adviser accessibility and responsiveness are recurring discussion points. Contact by email and phone and the timing of visits are mentioned regularly.
How financial information and options are explained is discussed regularly. Written plans and step-by-step guidance are recurring topics.
The client relationship and ongoing contact are recurring themes. Listening to circumstances and annual review meetings are mentioned regularly.
Communication throughout the advisory process is a recurring topic. Follow-up questions and responsiveness are discussed regularly.
The overall picture is largely positive. Recurring themes centre on accessibility, financial planning and ongoing contact.
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Imperial Wealth Advisory is a financial advisory firm based in Leicester, in the Midlands. It operates as an independent adviser offering guidance across the whole market. The firm works with individuals, businesses and families.
The firm provides pension and retirement planning alongside savings and investment strategies. It also advises on personal protection options. Corporate advisory services are available for business clients. Advice is described as bespoke and tailored to each client's circumstances.
The firm sets out core values of being approachable, transparent, efficient and acting with integrity. It offers initial consultations under no obligation and no-obligation financial assessments. Clients have access to a personal portal for real-time valuations. The firm acts independently for both private and corporate clients.