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
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
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
Simply Great
Very proactive approach with fully customized options
23. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
IWP - client for many years
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.
19. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Customer Oriented & Professional
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.
19. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Very knowledgeable and professional…
Very knowledgeable and professional advise. Great products. Happy customer!
18. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Sound advice
18. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Great support tailored to my needs
18. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback and look forward to working with you more in the future.
James & the team at IWP
Highly recommended wealth planner
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.
12. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your thorough review, we appreciate you taking the time to provide quality and comprehensive feedback.
James & the team at IWP
very professional support.
very professional support.
availability, continuous support, customer focus, communication, effectiveness.
11. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback.
James & the team at IWP
The service is supportive and the…
The service is supportive and the customer care is good.
11. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your review, we appreciate you taking the time to provide feedback.
James & the team at IWP
Very good professional service and…
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.
11. Juli 2019
Bewertung ohne vorherige Einladung
Antwort von Imperial Wealth Planning
Thank you for your honest feedback. We are sorry we have not always been able to service your requests in as timely a manner as hoped, and will work to improve the speed of our communication in the future. We do, however, appreciate the positive endorsement of your investment returns, which I hope you will agree have been significant, and we look forward to many years more positive collaboration.
Best regards,
James Austin
Director, IWP
So funktioniert Trustpilot
Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.
Unternehmen können über automatische Einladungen zur Bewertungsabgabe einladen. Diese Bewertungen werden mit dem Hinweis „verifiziert“ versehen, um darauf hinzuweisen, dass es sich um echte Erfahrungen handelt.
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