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 Advisers Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.
The FSA do not regulate some forms of mortgages or tax planning services.
Imperial Independent Financial Advisers Ltd. Registered in England and Wales No. 05274431. Registered office Imperial House, 94 Oakley Road, Southampton Hants SO16 4LJ
