A RANGE OF independent FINANCIAL SERVICES
Providing independent financial advice
Whether you are an experienced investor, looking for pension advice or someone looking to get the most out their savings, Imperial Chartered can help you get to grips with your money and create a solid plan for the future.
Our chartered financial advisers can help with:
- Meeting your financial goals
- Making the most of your pension pot
- Managing your income when you retire
- Building or adjusting your investment portfolio
- Securing your finances for your future
imperial Chartered wealth management
Financial advice when you retire
Your pension pot is likely to be the biggest pot of money you will ever have in your lifetime. With pension freedoms, you are now free to use your pension pot however you like.
With careful planning, you can now choose how you spend your money during your retirement. Financial advice is essential to help you manage your pension pot, avoid potential pitfalls and make sure you don’t run out of money.
The value of advice
There is significant evidence to show that working with a regulated adviser can improve the value of your investments over the longer term. Our chartered advisers can provide you with an independent report outlining the benefits that come with working with an adviser.
Our bespoke reports demonstrate how ongoing financial advice can improve the values of your investments over the longer term.
Is financial advice right for me
Financial advice may not always be right for everyone but can provide some significant benefits in the long-term. Not only can financial advice help you to plan for your future, but it can also help you to avoid any potential pitfalls when dealing with your finances. It is essential to seek advice when it matters the most, such as when you come to retire.
You do not necessarily need to have large sums of money to seek advice, but the more you have, the more critical it is to get it right.
Building Long Lasting relationships
At Imperial, we offer holistic advice, and our aim is to grow the value of your investments. Our charges are based on a percentage value of your portfolio for set up and ongoing advice.
We are always happy to discuss our fees at any stage in the process and will always provide a details breakdown of our fees.
We offer ongoing advice as part of both our pension and financial advice services. At Imperial Chartered, we believe in long-standing relationships. Our chartered financial advisers keep an eye on your investments, making sure you are getting the most out of your money.
By signing up to ongoing advice with Imperial Chartered, you gain a range of key benefits that make sure you are fully informed about how your investment is performing as well as making sure your investments stay in-line with what you want to achieve.
Your finances are reviewed regularly in line with your risk profile, investment returns, inflation and any changes to tax. Your adviser will talk you through how your investments have performed and any ongoing recommendations.
Your adviser will provide a performance breakdown of how well your investment is doing and make sure you understand the details and how your investments are meeting your financial goals.
Our in-house investment committee is made up of a group of advisers who monitor markets and conduct independent all-market research. By using an in-house investment committee, we can make sure what we recommend is the best on the market.
Getting advice from Imperial Chartered
Getting financial advice from Imperial Chartered is simple, and our initial consultations are free. Once we establish your goals and you are happy with our charges, we will put your new financial plan into action.
Initial consultation (free)
Usually takes place on the phone and is a way for our advisers to understand your circumstances, objectives and find out more about your initial enquiry.
Assessment of your current finances (free)
Our advisers will write off to your existing financial provides to get an understanding of your existing features, charges and fund options. This will help them to assess your accounts and build a plan based on your initial goals.
Your assessment will usually involve writing off to your existing providers so your adviser can work out features, charges, fund options, and to assess if your plan holds any safeguarded benefits.
Meet with your adviser (free)
Our adviser will arrange a consultation with you to find out more about your goals and get to know your current situation. With that information, they will advise you on the best way forward and put together a plan that is best suited to you.
Your adviser will also explain more about advice and any charges required to help you get the best out of our service.