Imperial Financial Planning

At our company, we understand that wealth, like health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation, and investment risks. Our team of expert financial advisors is dedicated to helping you achieve your financial goals and create a safe and secure financial future.

Wealth Management

Our wealth management services are designed to help you make informed decisions about your financial future. We will work with you to understand your financial situation, your goals, and your values, and help you create a personalized financial plan that is tailored to your unique needs. Our wealth management services include investment advice, tax planning, and estate planning, as well as ongoing monitoring and review to ensure that your plan remains on track.

Business Insurance

As a business owner, you know that risk is an inherent part of running a business. Without adequate insurance coverage, you may be exposed to financial risk if something unfortunate were to happen. Our business insurance services are designed to help you protect your business and your assets from unexpected events, such as fire, theft, or employee injury. We can help you choose the right insurance coverage to suit your business needs and provide you with peace of mind, knowing that you are protected against unexpected events.

Equity Release

If you are over the age of 55, equity release may be an option for you. Equity release allows you to tap into the value of your home to raise money for something important to you, such as paying off debts, funding a holiday, or making home improvements. Our team of experts will work with you to understand your financial situation and help you make an informed decision about equity release.

Financial Planning

Financial planning is the process of helping you achieve your financial goals, whatever they may be. As professional financial advisors, we can help you make informed decisions about your financial future, short, medium, and long term. Our financial planning services include investment advice, tax planning, and estate planning, as well as ongoing monitoring and review to ensure that your plan remains on track.

General Insurance

General insurance is crucial for protecting your assets and your lifestyle against unexpected events. Our general insurance services include home insurance, contents insurance, and accidental damage insurance, as well as business insurance and liability insurance. We will work with you to understand your insurance needs and help you choose the right coverage to suit your situation.

Health Insurance

Health insurance is one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family. Our health insurance services are designed to help you protect your health and your financial security, no matter what happens in the future.

Life Assurance

Life assurance is a vital protection for anyone who relies on your income, whether it's your family or your business partners. Our life assurance services are designed to help you provide for your loved ones in the event of your death, and to give you peace of mind knowing that you are protected against the unexpected.

Mortgages

Purchasing a property is one of the most significant financial transactions you will make in your lifetime. Our mortgage services are designed to help you find the right mortgage solution for your needs, whether you are looking to purchase your first home, upgrade to a larger property, or remortgage to release some equity.

Pensions

When you retire, you will still need food and shelter, but you will also want to maintain the lifestyle to which you have become accustomed. Our pension services are designed to help you create a secure income for the rest of your life, whether you are looking to start planning for retirement or already retired and looking for a secure income.

Savings & Investments

Saving and investing are important ways to build wealth over time. Our savings and investment services are designed to help you make informed decisions about your money, whether you are looking for a secure and steady income or a more dynamic and potentially higher-returning investment.

Taxation

Taxation can be a complex and confusing topic, but our taxation services are designed to help you understand the rules, reliefs, and allowances, and plan your finances efficiently. Our expert advisors will work with you to minimize your tax liability and maximize your wealth.