Iwm Ltd

Independent Financial Adviser 12 St. James'S Square, London, London, [Admn. In Cornwall & London], SW1Y 4RB
FCA verified
15th October 2018
We are external asset managers (directly-held securities), chartered tax advisers, and we offer planning with a cross-border specialisation.
We can advise you on
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
Meet our advisers
adviser-person
Rob Noble-Warren MCSI CTA CFP (USA and UK)
Director
Where to find us

12 St. James'S Square, London, London, [Admn. In Cornwall & London], SW1Y 4RB

About us

We hold individual weekend courses to brief new clients on everything we think they need to know today. One client said recently: "You do great asset management. I would never go to an ordinary IFA after what you have taught me!!"

Our services

We forecast what the markets will do really well - we took everybody out of the share markets in February 2008, and since then have continued with steady positive returns from other markets well in excess of deposits. We don't use the kind of products that IFAs sell because they carry too much in charges, and we show individuals how to pay less and keep more.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Independence Wealth Management specialises in cross-border tax and planning advice and has MiFID permissions to advise when we meet clients in EU countries. We provide a tax service for persons with UK income. We advise not only on retail packaged financial products but also on securities derivatives and options. We advise other firms on UK-USA planning and tax issues.

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