Imperial Wealth Planning Overview
- Headquarters
- Pfaeffikon, Schwyz, Ch
- Phone Number
- Available in AeroLeads
- Website
- iwp.ch
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2015
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Imperial Wealth Planning
Imperial Wealth Planning is an independent financial advisory firm, providing holistic financial advice and specialising in retirement planning, investments, mortgages, insurance and tax optimisation. Why have we been so successful in such a short space of time? We’re problem solvers. Imperial Wealth Planning is regulated by the Swiss Financial Market Supervisory Authority FINMA, register no. 30840.
Imperial Wealth Planning Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Imperial Wealth Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tarjan Szabo | Financial Advisor - Income Tax Advisor |
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| James Austin | Adept Private Client Investment Adviser. Entrepreneur. Optimising Your Financial Goals with Straightforward Advice. | Freienbach, Schwyz, Switzerland |
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| Halle May-Cole | Trainee Financial Advisor - Business Development - Wealth Management |
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| Chaya Blackett | Trainee Financial Advisor - Business Development - Wealth Management | Switzerland |
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Employees by Management Level
Individual contributor
3 profiles
Intern / trainee
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
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