Wealth Management

Investment & Goal Planning
We include a detailed analysis of investment and savings objectives with recommendations for assessing and shortfalls and how best to manage your existing capital in line with your objectives.

Tax Planning
We ensure that your personal allowances are utilised to minimise your Income and apital Gains tax liability, and also the use of your partner's allowanes where appropriate.

Will Planning
We ensure your will is written in a way that supports your financial planning.

Imperial Independent Financial Advisors Limited is authorised and regulated by the Financial Services Authority.

Further consumer information is available from the Financial Services Authority via the following link: www.moneymadeclear.fsa.gov.uk

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Services Authority does not regulate National Savings, taxation and trust advice, school fees planning and some forms of mortgage and offshore investments.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Past performance is not a guide to future returns and the value of investments, and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind that for funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment.

Imperial Independent Financial Advisers Ltd. Registered in England and Wales No. 05274431. Registered office Imperial House, 94 Oakley Road, Southampton Hants SO16 4LJ