Wealth Management
Wealth Management involves financial planning with a variety of specialist financial services to sustain and grow long-term wealth.
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 Capital Gains tax liability, and also the use of your partner's allowances where appropriate.
Will Planning
We ensure your will is written in a way that supports your financial planning.
About Island IFA
Island IFA is a fully regulated independent financial planning service and a trading style of Imperial Independent Financial Advisors Ltd. Imperial Independent Financial Advisers Limited, which 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 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
