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... Mehr ansehen
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
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Das sagen Bewerter
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... Mehr ansehen
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 corre... Mehr ansehen
Unternehmen hat geantwortet
We started using IWP a few years ago and we have been more than happy with the advice we have always been given. James has A LOT of knowledge in his field and is very straight down the line and gives... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
As independent financial planners, we specialise in assisting our clients to identify, quantify and achieve their life goals. Of foremost importance to the majority is investments, pensions, property and higher education funding for children. Swiss based and regulated, we offer advice both in Switzerland and internationally, specialising in cross-border planning issues. Regulated by FINMA (Swiss Financial Market Supervisory Authority) No. 30840.
Kontaktinformationen
Schindellegistrasse 73, 8808, Pfäffikon SZ, Schweiz
- +41 (0) 44 552 12 12
- info@iwp.ch
- iwp.ch
Highly recommend
I had a great experience with IWP. Charles was very friendly and quite knowledgeable about the various investment plans. The whole process was well structured, well communicated and he always ready to clear all the queries. I would highly recommed IWP for Pillar 3 investments.
9. Juni 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you very much, your comprehensive feedback goes a long way to help others understand the clarity and commitment with which we give advice.
Excellent client service, robust financial advice
IWP provided me with very sound financial advice, bespoke for my specific needs and gave me a range of options. I found them very professional and will certainly turn to them for further financial advice.
9. Juni 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you Pallavi, the process was made easier by your eagerness to learn about the different options and solutions relevant for your situation. We look forward to working with you more in the future.
Valuable and comprehensive advices
Partnering with IWP has been a great journey for me and my wife. The advisor we worked with for the process was very knowledge, and always engaging in his way of explaining even complex elements. We learned quite a bit from our discussions around meaningful topics related to our finances. I would really recommend their services for anyone that would like to have a more comprehensive overview of how to improve their finances and potential roads forward!
14. April 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Eric, thank you so much for your valuable feedback and kind words. Charles and team.
IWP Rating
James and Lee have always given us very clear and comprehensive advice and guidance on our options here in Switzerland, always taking into consideration our family's changing needs.
11. April 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you Kaccey, it is a pleasure to work with you as your life and planning evolve.
IWP offers excellent financial advice
IWP offers excellent financial advice, not only selling products but also clarifying and providing information on various aspects of the economy so that one can make the decision that best suits one's needs and expectations.
27. März 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you Monica, we hope to continue providing a high level of service for you.
Great service
IWP has helped me understand the swiss pension and financial system, created a financial plan to help me understand my future needs and helped me select a pillard 3A fund. The team has great knowledge to help expats and local to understand and assess their finances. Thanks to the team for the continued support.
22. Februar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you! It's very much appreciated.
Very valuable service
Financial planning is something I had on my list for a while but I just never found the time (and energy) to start looking into it. IWP was recommended by a friend and from the start they proved to be very helpful, honest and reliable. James is particularly good at explaining complicated concepts in lay terms and is very easy to communicate with. IWP’s knowledge of other jurisdictions and understanding of the expat life is also a bonus.
21. Februar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thanks Ana, we appreciate you providing such detailed and valuable observations.
review of my finances
very valuable assessment of my current financial situation and a simulation reflecting early retirement
16. Februar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you Karin, it's a pleasure working with you.
Great service
Provided good information and advice on possible investments. Provided prediction for retirement provisions. Frequent follow-up meetings when required.
16. Februar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thanks so much for taking the time to provide feedback!
Overall great service
IWP has made the process of revising my Swiss pension plan a lot easier. They provided me with various individualized consultations, took in consideration my overall needs and paid attention to every single detail. I would definitely recommend it!
23. Januar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for the feedback, it's very much appreciated.
Great advice!
Great advice, honest, and competent! Extremely happy about the process, very professional and most importantly very helpful! I would definitely recommend it!
20. Januar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you!
Overall great service
Very easy to communicate with, honest, reliable, answered my questions in a way that I could understand easily. Provided great advice on how I could maximise my financial situation to prepare for retirement. Happy to recommend the company.
18. Januar 2022
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your valuable feedback!
Perfect planning of my swiss pension
Perfect planning of my swiss pension fund.
I was lucky to find the company, Charles was just great throughout the whole process. He has technical knowledge, so take advantage of that to have your questions answered.
1. Dezember 2021
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you so much for your kind words and feedback.
IWP was extremely timely and helpful
IWP was extremely timely and helpful in reviewing our financial situation, helping identify financial goals and a larger plan, as well as assessing and advising on moving forward. They have a vast array of knowledge of the pension system in Switzerland as well as North America and the UK. Overall, their service is top-notch and I have recommended them to friends and colleagues.
23. November 2021
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you Aaron, really appreciate your trust, and of course your recommendations.
Trust, Integrity & Collaboration
Working with James, Lee and the entire IWP team is an excellent experience. Great collaboration, customer centricity and doing best for the client is at the core of IWP philosophy. I always look forward to my collaborations with James. IWP delivers.
3. November 2021
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thanks for your feedback Joe, we appreciate you taking time to detail your experience with us, and look forward to working with you for years to come.
Antwort von Imperial Wealth Planning
Thank you Oliver, it helps to work with someone professional and open to receiving knowledge.
Genuine, informative. Would highly recommend
Charles was very helpful, informative, patient and genuine. He had excellent knowledge of the products and presented an unbiased review. Would highly recommend
16. September 2021
Antwort von Imperial Wealth Planning
Thank you Phil, we work hard to provide an independent comparison and guidance.
Antwort von Imperial Wealth Planning
Thank you for taking the time to provide feedback, it's appreciated.
Expert advice
Helpful, timely and thoughtful service from James. Always follows up and is genuinely interested in offering good advice. He knows the market well enough to judge and offer educated options
15. Juni 2021
Antwort von Imperial Wealth Planning
Thank you Nikhil, we appreciate your recognition of our efforts and hope we can continue to fulfil your needs.
Antwort von Imperial Wealth Planning
Thanks Ash, it's a pleasure to work with/for you.
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