Imperial Wealth Planning

Imperial Wealth Planning

Financial Services Pfaeffikon, Schwyz, Ch 8 employees
Employees
8
Contacts
1
Emails
1

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 Insurance
Monetary 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 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.
Email
Halle May-Cole Trainee Financial Advisor - Business Development - Wealth Management
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Chaya Blackett Trainee Financial Advisor - Business Development - Wealth Management
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Employees by Management Level

Individual contributor 3 profiles
Intern / trainee 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

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