iimia Wealth Management

Our origins date back to 2003, when we opened for business in Exeter.  Since then, we have grown significantly both in size and stature, with a network of offices throughout the South, South West and the Midlands.

Each of our offices prides itself on its close working links with local solicitors and accountants.  Given this background, and our commitment to independence, all our wealth managers work on a set fee basis.  This ensures that our advice remains sound and impartial at all times.

Our staff have many years experience and expertise, gained though working within a broad range of legal, accounting, financial planning and investment management companies.

We aim to be at the forefront of our profession and place great emphasis on investing in the training and development of our staff.

We are a modern, forward thinking company that specialises in providing expert financial advice and common sense investment management. Our head office is in Exeter with offices in Bournemouth, Falmouth, Northampton and Plymouth.

•    Would you like to start planning for your retirement?
•    Have you recently inherited some money and need some guidance and advice on how to manage it?
•    Does your business need to look at implementing a Group Pension Scheme?

Whatever your situation, we can help you to assess your financial situation by examining your assets, liabilities, income, insurance, taxes and investments and use this information to develop a realistic and comprehensive plan to meet your financial goals.