Imperial Wealth Planning

Very Professional with great advices

Can not fault the Teams support and attention to us as individuals. Not generic advice its personal.

Good straightforward planning advice. Highly recommended.

Recommended by a friend. Good company, clear on charges, and so far very good returns.

James has been great to work with!. IWP has provided an excellent service and value. They are very upfront with the different possibilities to reach the financial goals. James has in mind a long term relationship with the client, which allows to followup in regards of the results and changes in the personal situations. I recommend IWP as a great financial planner.

I have only good experiences working with the Imperial Wealth Planning team members. They stay in contact with you on regular basis and living abroad is not decreasing the service level provided. They listen to your needs, want to understand the overall situation of the customer and provide advice accordingly. Trust is naturally key, something that they have been able to build up over the years. Even if your bets are not huge, you get a feeling of being an important customer. One get also a feeling that IMP team possess huge knowledge being a relative small player in the area and come sometimes up with advice which are not mainstream. In addition to all above, it is always been pleasant to be in contact with IMP. Can recommend.

The team was very helpful in determining our financial position in Switzerland and gave us great suggestions on how we could improve and maximise that.

James from IWP has always been someone I felt I could trust implicitly. IWP have managed my portfolio splendidly and the projected returns we discussed at the beginning of my relationship with this company materialized very much in alignment with what was discussed at the outset. So one couldn't ask for anything better, could one?

Very proactive approach with fully customized options

Excellent, quick and friendly service

I've been investing through James Austin/IWP for a number of years and found that James understands my investment needs and risk appetite and explains in a language I understand the investment recommendations.

I can only recommend IWP as Financial Planning Advisors. They are friendly, very professional, they propose multiple alternatives to the customers' needs, highlight pros and cons. I've never felt pushed to choose something I was not comfortable with.

Very knowledgeable and professional advise. Great products. Happy customer!

Sound advice

Great support tailored to my needs

Highly recommended wealth planner

I spoke to about 6 different individuals/firms that were not institution specific. We were looking for someone independent that would bring thinking and ideas that were not tied only to that institution.
We wanted a number of aspects of advice including: how to create and take advantage of tax efficiencies, options for curating a balanced portfolio, etc. Also helping answer questions about property purchase and the best way to approach it, retirement planning and how much we need to save/earn between now and retirement to sustain a decent lifestyle.

We chose to work with IWP as it is a locally experienced firm, regulated by Polyreg, and FINMA registered. James is English speaking, but speaks Swiss German/German and is integrated so he can decipher the system well. He will also be able to continue to manage our wealth with us when we move to a different part of the country later this year as has clients nationally.

James not only helped with his advice about our effective wealth planning, but he was incredibly valuable providing recommended specialists for our needs eg) tax accountants, mortgage broker, lawyers for wills, etc.

James is extremely personable, incredibly diligent, capable, thorough and a generally nice person to deal with. I have found his support team to have the same ethic. I have recommended James to other friends and would continue to do so happily in the future.

very professional support.
availability, continuous support, customer focus, communication, effectiveness.

The service is supportive and the customer care is good.

Very good professional service and advice. I have good return of the product investments so far. The lean IWP team is very dedicated but on some occasions can take a little time for response. However, this was not a key issue for me. If you are an expat then this is a good place to start for financial and wealth planning in Swizerland.