Iwm Ltd

Independent Financial Adviser  12 St. James'S Square, SW1Y 4RB
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FCA authorised
Last authorised 18th May 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Rob Noble-Warren MCSI CTA CFP (USA and UK)
Director
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.

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

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

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