Plot a course to financial freedom
with straightforward advice
from Switzerland’s first regulated 100% online financial adviser
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Financial Planning
Our job is to help you understand where you are today, where you want to be in the future, and how to get there earlier or with more means.
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Investment Advice
We don't do off-the-shelf investment packages. Instead, we help you set up and manage solutions personalised to your needs - by way of an in-depth holistic analysis and bespoke, proactive advice.
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Pensions
Pension systems around the world are all different and can be hard to understand for the uninitiated. We'll help you get to grips with how the Swiss three-pillar system works, how other countries work, and how you can optimise savings and tax breaks between them all.
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Book A Strategy Call
Decide you want to secure your financial freedom and give us a call or request a call back.
We'll talk about where you are at the moment, where you want to be in the future and how you'd like to get there.
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Explore Your Options
We don't do off-the-shelf investment packages. Instead, we will help you set up and manage solutions personalised to your needs - by way of an in-depth holistic analysis and bespoke, proactive advice.
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Receive Your Tailored Financial Plan
By the end of our time together, you'll have a clear, comprehensive and tailored financial plan from an experienced, independent and qualified perspective.
The Road To Financial Freedom
You’re working hard for your money, but is your money working hard for you?
Imperial Wealth Planning was founded on the belief that there’s more to life than a 9-5.
If your goal is financial security – independent from employment – we can advise you on how to channel your money into assets that give the best risk-adjusted returns over time.
How much do you need? Click here to use our Retirement Calculator.
We’re a team of natural problem solvers, dedicated to helping our clients get the best.
Start the process now with a free financial health check, and follow our three-step process to financial freedom.
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Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.
Akhil Prabhu -
Good straightforward planning advice. Highly recommended.
Paul Gibson -
I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.
Paul
Set Your Finances on F.I.R.E.!
Take the right steps now and you too can achieve Financial Independence and Retire Early.
For those who achieve financial independence, it doesn’t simply mean stopping work so you can sit on a beach all day. Instead, it means you have the freedom to do what you want; from working part-time, consulting/setting up your own business, working on passion projects, or simply having the freedom to travel the world and live where you want.
Financial Independence isn’t an age – it’s a number. How much do you need? Click here to use our Retirement Calculator.
How much do you need to retire?
Achieve financial freedom - and retire when you want to.
We help investors in Switzerland build assets and create passive income to replace formal employment.
By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.
How much do you need to retire? Request your free guide now and find out with our simple 2-step process.
How much do you need to retire?
Insights
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Despite challenges to the historic banking system, Switzerland remains one of the world’s leading centres for banking, investments, pensions and offshore wealth
- 18th July 2023
- Tax Optimisation
- Investment Advice
- International Banking
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Environmental, Social and Governance. ESG. But what does it really mean and how can it be done efficiently and successfully?
- 6th July 2023
- Socially Responsible Investing
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The Reasons Why You Should Switch from Inflation-Linked Bonds Now
- 28th March 2023
- Investment Advice
- Retirement Planning
- by James Austin