James Austin
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James Austin Email & Phone Number

Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice. at Imperial Wealth Planning
Location: Freienbach, Schwyz, Switzerland 7 work roles 2 schools
1 work email found @iwp.ch LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice.
Location
Freienbach, Schwyz, Switzerland
Company size

Who is James Austin? Overview

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Quick answer

James Austin is listed as Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice. at Imperial Wealth Planning, a with 4 employees, based in Freienbach, Schwyz, Switzerland. AeroLeads shows a work email signal at iwp.ch and a matched LinkedIn profile for James Austin.

James Austin previously worked as Director at Imperial Wealth Planning and Director at Expat Expo. James Austin holds Associate'S Degree, Insurance Broking from Zhaw School Of Management And Law.

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{first}.{last}@iwp.ch
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Profile bio

About James Austin

Based in Switzerland, I help Swiss and international individuals and families plan for financial freedom and retirement. I work with clients who want to achieve their financial targets smartly, efficiently and swiftly. I specialise in Swiss pensions, mortgages and investments.I use a proven interaction model to gain a thorough understanding of my clients’ needs, help them establish personal goals and set appropriate targets. My clients' financial goals are at the heart of everything I do. It’s about discovering what’s relevant, what’s important. Then and only then, I advise on specific solutions to achieve the best return over time. My USP? Bringing genuine value. By responding to my clients’ changing needs and interests, I successfully retain clients over many years. Typically, I don’t charge a fee for the initial evaluation – I believe it's only fair to charge if I can deliver value.Reach out if you’d like to talk to me about Swiss and international investments, retirement planning, property financing, protection products or the recent form of Saracens Rugby Club.Professional SkillsInvestments | Wealth Management | Retirement Planning | Mortgages; international and Swiss | Property Investment | Estate Planning | Tax Planning | Foreign ExchangeSchedule a call with me here: https://calendly.com/imperialwealthplanning/15min

Listed skills include Investments, Financial Services, Wealth Management, Finance, and 17 others.

Current workplace

James Austin's current company

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Imperial Wealth Planning
Imperial Wealth Planning
Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice.
pfäffikon, schwyz, switzerland
Website
Employees
4
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7 roles · 21 years

James Austin work experience

A career timeline built from the work history available for this profile.

Director

Current

Zurich

Imperial Wealth Planning is an independent Swiss financial planning firm, specialising in providing advice to address Swiss and cross-border needs.We aim to help Swiss and internationally mobile persons of all backgrounds with timely market advice and financial planning solutions.Expert advice in Investment Advice, Financial Planning, Mortgages (domestic & international), Insurance, QROPS, 2nd pillar and 3rd pillar pensions. Imperial Wealth Planning is authorised and… Show more Imperial Wealth Planning is an independent Swiss financial planning firm, specialising in providing advice to address Swiss and cross-border needs.We aim to help Swiss and internationally mobile persons of all backgrounds with timely market advice and financial planning solutions.Expert advice in Investment Advice, Financial Planning, Mortgages (domestic & international), Insurance, QROPS, 2nd pillar and 3rd pillar pensions. Imperial Wealth Planning is authorised and regulated by the Swiss Financial Market Supervisory Authority FINMA, register no. F01081467. Show less

Aug 2015 - Present

Director

Current

Freienbach, Schwyz, Switzerland

Expat-Expo is an admission-free event designed for the English-speaking residents of Switzerland. Our event gathers various local, English-speaking businesses, organisations, museums, clubs and service providers together, under one roof to showcase their goods and services.Expat Expo is a must-attend event for Switzerland's Anglophone residents and conducts annual expos in Zug, Basel, Zurich, and Geneva with hundreds of different companies exhibiting and attracting thousands of visitors… Show more Expat-Expo is an admission-free event designed for the English-speaking residents of Switzerland. Our event gathers various local, English-speaking businesses, organisations, museums, clubs and service providers together, under one roof to showcase their goods and services.Expat Expo is a must-attend event for Switzerland's Anglophone residents and conducts annual expos in Zug, Basel, Zurich, and Geneva with hundreds of different companies exhibiting and attracting thousands of visitors per year. Show less

Jan 2024 - Present

Partner

Zurich, Switzerland

MWC Group is an independent financial advisory firm working with the international expat community.Our company philosophy is to protect and enhance the financial position of our clients through a firm commitment to excellence and a quality of service that is second to none.

Sep 2010 - Sep 2015

Broker Consultant

United Kingdom

Fortis is a leading provider of award-winning personal and commercial insurance solutions and life protection in the UK. Fortis insures in the region of 7 million customers, and won the British Insurance 'Claims Initiative of the Year' award in 2008. In addition, Fortis also won the Insurance Times 'Motor Insurer of the Year 2008' award and was the first ever general insurer to be awarded the Incisive Media 'Gold Standard Award'. In 2007, Fortis won the British Insurance 'General Insurer of the… Show more Fortis is a leading provider of award-winning personal and commercial insurance solutions and life protection in the UK. Fortis insures in the region of 7 million customers, and won the British Insurance 'Claims Initiative of the Year' award in 2008. In addition, Fortis also won the Insurance Times 'Motor Insurer of the Year 2008' award and was the first ever general insurer to be awarded the Incisive Media 'Gold Standard Award'. In 2007, Fortis won the British Insurance 'General Insurer of the Year' award. Show less

Apr 2010 - Sep 2010

Broker Consultant

London, United Kingdom

As a long established specialist, Partnership continues to deliver innovative financial products that break the mould, enabling our clients to maximise the benefits they receive from their investment. Unlike standard providers, we recognise our clients as individuals, which is why we insist on underwriting every application we receive on an individual basis, allowing us to tailor our products to a person's own unique circumstances. And, thanks to our extensive experience in the specialist field… Show more As a long established specialist, Partnership continues to deliver innovative financial products that break the mould, enabling our clients to maximise the benefits they receive from their investment. Unlike standard providers, we recognise our clients as individuals, which is why we insist on underwriting every application we receive on an individual basis, allowing us to tailor our products to a person's own unique circumstances. And, thanks to our extensive experience in the specialist field of medical underwriting, you won't have to wait weeks whilst your 'non-standard' quotation request is processed - in the majority of cases, we are usually able to provide accurate quotations within 48 hours of receipt. Show less

Nov 2008 - Apr 2010

Forex Broker

Cornhill, London

Corporate FX offers corporate foreign exchange services to the business sector operating for institutions, large corporates and SMEs.

Feb 2008 - Nov 2008

Property Investment Adviser

Asset Plc

Mayfair, London

Asset Plc and it's associated companies have purchased, constructed, maintained, and sold commercial and residential property for a combined 50 years.

2006 - Feb 2008
Team & coworkers

Colleagues at Imperial Wealth Planning

Other employees you can reach at iwp.ch. View company contacts for 4 employees →

2 education records

James Austin education

Associate'S Degree, Insurance Broking

The CAS Insurance Broking qualification entitles direct registration in the Register of Brokers Financial Market Supervisory Authority.

FAQ

Frequently asked questions about James Austin

Quick answers generated from the profile data available on this page.

What company does James Austin work for?

James Austin works for Imperial Wealth Planning.

What is James Austin's role at Imperial Wealth Planning?

James Austin is listed as Adept private client investment adviser. Entrepreneur. Optimising your financial goals with straightforward advice. at Imperial Wealth Planning.

What is James Austin's email address?

AeroLeads has found 1 work email signal at @iwp.ch for James Austin at Imperial Wealth Planning.

Where is James Austin based?

James Austin is based in Freienbach, Schwyz, Switzerland while working with Imperial Wealth Planning.

What companies has James Austin worked for?

James Austin has worked for Imperial Wealth Planning, Expat Expo, Mwc Group, Ageas Insurance Limited, and Partnership.

Who are James Austin's colleagues at Imperial Wealth Planning?

James Austin's colleagues at Imperial Wealth Planning include Chaya Blackett, Dalia Šalnė, and Vitali Zavgorodni.

How can I contact James Austin?

You can use AeroLeads to view verified contact signals for James Austin at Imperial Wealth Planning, including work email, phone, and LinkedIn data when available.

What schools did James Austin attend?

James Austin holds Associate'S Degree, Insurance Broking from Zhaw School Of Management And Law.

What skills is James Austin known for?

James Austin is listed with skills including Investments, Financial Services, Wealth Management, Finance, Asset Allocation, Strategic Financial Planning, Pensions, and Insurance.

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