Business Details
21 Years
experience
Independent Financial Advice in Purton
At Imperial House, we pride ourselves on delivering a professional and personal service to clients seeking independent financial advice. Our approach focuses on understanding your unique needs and future aspirations, working collaboratively to achieve your goals. We simplify complex financial concepts, avoiding industry jargon to ensure clarity on the benefits, risks, and costs of any recommended products or services. Our clients consistently highlight our ability to provide confidence, motivation, and creative leadership while maintaining simplicity.With a commitment to continuous improvement, we promptly address queries and complaints, ensuring our service standards remain high. Our team of qualified advisers builds long-term relationships, offering continuity through dedicated adviser assignments. We prioritise confidentiality in all communications, whether via telephone, email, or face-to-face meetings, and encourage client feedback to refine our offerings.
Services
Mortgages
Pensions
Protection
Details
- Year established: 2005
Highlights and features
- We prioritise understanding your unique financial needs and aspirations.
- Our qualified advisers deliver jargon-free, transparent financial guidance.
- Dedicated adviser continuity ensures consistent, personalised service.
- Proven track record of client trust through 19+ years of service.
- Regulated by the Financial Conduct Authority for compliance and security.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent level of service
Investments in safe hands
First class service
High level of trust
Confidence in recommendations
Services
Mortgages
We provide tailored mortgage advice to help clients navigate home financing options. Our service covers mortgage selection, affordability assessments, and remortgaging strategies. With access to a wide range of lenders, we ensure competitive rates aligned with your financial circumstances and long-term goals.
Pensions
Our pension planning service offers comprehensive guidance on retirement savings and income strategies. We assess your current provisions, recommend suitable pension schemes, and optimise tax efficiencies. Whether consolidating existing pensions or planning for early retirement, we deliver solutions tailored to your lifestyle aspirations.
Protection
We design protection strategies to safeguard your financial future against unforeseen circumstances. Our services include life insurance, critical illness cover, and income protection policies. We evaluate your personal and family needs to ensure adequate coverage while balancing affordability and long-term security.
Questions
What areas do Imperial House cover for financial advice?
We serve clients across Purton, Wiltshire, Hampshire, and Dorset, providing both in-person and digital advisory services.
How does Imperial House personalise financial advice?
We conduct detailed consultations to understand your unique circumstances, goals, and risk tolerance before recommending tailored solutions.
Are your financial advisers qualified?
Yes, all our advisers hold relevant qualifications and maintain ongoing professional development to ensure up-to-date expertise.
What makes Imperial House different from other advisers?
We combine regulatory compliance with a personal approach, ensuring continuity through dedicated adviser relationships and jargon-free communication.
How do you handle client complaints?
We resolve complaints promptly through direct communication, with formal escalation options available via the Financial Ombudsman Service.
