Imperial Wealth Advisory

Independent financial advice in Leicester

Imperial Wealth Advisory is an independent financial advisory firm based in Leicester, in the Midlands region (United Kingdom). It presents itself as a company with years of experience providing advice to businesses, professionals and families, and its activity is mainly aimed at clients resident in the United Kingdom, under the British regulatory regime. The firm operates as an independent adviser, which allows it to recommend products from the whole market, and is authorised and regulated by the Financial Conduct Authority (FCA), with registration number 815621 in the financial services register.

Services for private clients

The firm's private area covers four service blocks. In pensions and retirement, it advises on long-term savings plans with tax advantages, with regular or lump sum contributions that are invested to generate income in retirement; the site also details options such as saving for retirement, retirement planning, options in retirement and estate planning. In savings and investment, the firm notes that each client invests for different reasons — preparing for retirement, buying a first home or building a savings buffer — and proposes regular contributions or lump sum investments as a way to achieve those goals. In personal protection, it covers life insurance, critical illness cover and income protection, aimed at maintaining the family's standard of living in the event of death, disability or critical illness. The private offering is completed with general insurance.

Services for businesses

In the corporate sphere, Imperial Wealth Advisory works on business continuity and succession through business protection, which seeks to enable a business to continue trading if a key person or owner suffers a terminal or critical illness or dies. The corporate catalogue includes director pensions, corporate investments, death in service, private medical insurance, auto enrolment and group pensions, key man cover and shareholder protection.

Working method and client relationship

The firm offers an initial consultation with no obligation and provides clients with a personal site from which to check real-time valuations of their portfolio. Recommendations are delivered in writing in a report that the client keeps. The company describes its approach as approachable, transparent and efficient, and states as a priority protecting the client's interests and maintaining the relationship throughout all stages of their financial journey.

Corporate details

Imperial Wealth Advisory Ltd is registered in England and Wales with company number 08601509. Its registered head office is at 11 Harcourt Way, Meridian Business Park, Leicester, LE19 1WP.

Location and contact

11 Harcourt Way, Meridian Business Park, Leicester, LE19 1WP · Phone: 0116 366 9688 · Email: info@imperialwealthadvisory.co.uk