iWM specialises in providing asset management services to private individuals. We also offer tax advice, and a UK tax return service which is convenient for Advisory and DIY investors.
Our personal UK tax return service is available from £300 per year.
As FCA regulated asset managers, we also offer our bespoke research service for investors who like to do their own trading.
In addition we provide a personal wealth planning service to our private clients. Where an individual requires a comprehensive analysis and advice for the many different aspects in their life, we cover all the questions in face to face meetings over a long weekend at a favourite resort or hotel. This service is useful for clients who are about to embark on a big change - retiring, divorcing, selling their business, or changing their country.
Our existing clients benefit from a few complimentary add-ons like a gift of one hour of our time to members of their family annually.
Many of our clients have been good enough to offer their personal comment on the results of our unique service here.
Please contact us using firstname.lastname@example.org, or by telephone: +44 (0)333 012 4751. We meet clients all over the UK. Our London meeting rooms are in Piccadilly, close to Trafalgar Square.