Imperial Wealth Planning Bewertungen 92

I’ve had a very positive experience with Imperial Wealth Planning, and in particular with my adviser, Christine Lo. She is highly professional, open, and refreshingly direct in her approach. What really stands out is her ability to understand client needs clearly and tailor her advice accordingly.

Christine takes the time to present multiple well-considered options, explaining each one in a way that makes complex financial decisions feel manageable and transparent.

I would highly recommend Imperial Wealth Planning to anyone looking for thoughtful, client-focused financial advice, and especially Christine Lo for her expertise and dedication.

We had an initial consultation with James from Imperial Wealth Planning, and it was a very insightful experience. Even though it was a free call, he provided a clear and structured overview of personal finance management, including budgeting, expense planning, and long-term financial strategies.
We especially appreciated the practical advice on investments and pension planning, explained in an accessible and understandable way. The conversation felt professional, informative, and genuinely helpful, without any pressure.
Really great first impression overall.

Christine at IWP has been exceptional! She took the time to understand my personal situation and tailored a retirement plan that fits my needs perfectly, while ensuring my tax report was handled correctly. Christine is patient, clear in her explanations, and always answers all of my questions thoroughly. I highly recommend IWP!

Christine a une approche très professionnelle, nous l’avons rencontrée lors de l’Expat Expo à Zürich il y a quelques semaines et une relation de confiance est déjà entrain d’être tissée - elle nous aide pour notre déclaration fiscale mais aussi sur des sujets de prévoyance - je recommande !

Very professional and informative consultation with IWP’s consultants. I highly recommend their service and thanks for setting up the Swiss insurance so efficiently.

Before I got to know Imperial Wealth Planning, my money was very badly managed and I was making absolutely no money from it. I was taken care of in a very professional way and I quickly got solutions that will allow me to invest with much more interest on investment and with little risk-taking. Once I'd signed up with the various insurers, Imperial Wealth Planning provided me with invaluable support so that I could make the transition as smoothly as possible. I'm very satisfied with their work and I'd encourage lots of people to take a closer look, it’s definitely worthwhile.

We’ve recently started with IWP and James, and we’re pleased with the direction so far. James listened carefully to our goals and has already made a real difference with our pension planning. He’s now guiding us through mortgage options while mapping out a clear, practical strategy for the future. It’s early days, but we feel confident and well supported.

I've had a great experience with James Austin and his entire IWP team regarding our investment journey. James is a very experienced and hands on financial advisor who is always coming up with best suggestions and options towards creating wealth and long term investments. I quite like his calm, patient and non pushy attitude and he nicely leads the customers towards logical investments and creating a sound financial portfolio. I highly recommend James for any financial planning and investments 😊

Great service, very useful and informative.

I was thoroughly impressed by how competent, proactive, quick, and flexible they were in helping me achieve my financial goals. They completely surpassed my expectations. I went from being simply curious about their services to becoming a huge fan. I highly recommend reaching out to them.

We are pleased with IWP's services. They conducted a thorough assessment of our investments, provided guidance on our pension planning, and are helping us secure the right life insurance. Their professional and knowledgeable team made a complex process easy to understand. We highly recommend them.

I found the IWP approach very explanatory and therefore helpful. I decided to follow the advice I was given.

So far my experience is great. I got a good clear overview of the A3 pensions with some tailored information. Exactly what I needed to take a well considered decision.

Straight, clear and honest communication. Very friendly and helpful staff.

Excellent service. Clear, concise and friendly. James Austin and his team are very efficient and responsive.

I highly recommend Imperial Wealth Planning. I was assisted by James Austin, and I can confidently say that he is an experienced and highly knowledgeable financial advisor. He has a strong ability to analyze financial situations and provide tailored solutions that align with clients' goals and needs. I’ve been extremely satisfied with his guidance—he took the time to provide valuable insights with professionalism, integrity, and a deep understanding of investment strategies. It was super helphul!
Thank you James!

As someone with very little financial planning and investment knowledge, the guys at IWP have been fantastic. Very patient in explaining fundamentals to us, flexible around our plans, or lack thereof, and balanced in their advice.

I learned a great deal and got great advice from James about my finances, retirement plan, potential optimisations and the pension system in Switzerland.

I came to IWP to get advice on pensions, and I got so much more than that. After a few meetings, I feel more in control of my future and knowledgeable about my options. Thanks to Charles, I have chosen a pillar 3a pension plan, and I look forward to the next steps, including regular check-ins, discussing how to save for my kids' future and being more in control of my financial situation.

From a 3a point of view, Charles introduced me to many more options than I was aware of, and I have learned a lot in the process.

With IWP and Charles, I have found a group and advisor I can trust for personalised advice delivered in an authentic, friendly and professional manner - a tough combination to find!

Thanks once again to Charles and the team for everything so far. I look forward to our continued relationship!

Very informative, tailored and considered service from the Team where they listen very attentively to your personal financial situation and goals and aim to find the best possible financial product to help you achieve your financial future. I very much appreciated that they gave me a wide range of options to consider, including a detailed analysis and breakdown of the advantages and disadvantages of each, so that I could arrive at an informed decision that I felt was best for me. Also, I very much appreciate their very professional and courteous manner. It is clear that they are experts in what they do and it is also clear that they hold and maintain very strong relations to the other stakeholders within the financial industry, enabling them to offer the best and most informed service to their clients. They are always super quick and efficient on delivering on those tasks they say they will do. All in all, this instills trust and confidence from my side in them as a Company and them as a Team of professionals. My sincere gratitude to them and I look forward to working with the Team on other financial goals in the near future.