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Financial Advisors > Financial Advisers In > Financial Advisers By City > Financial Advisers In Exeter > Iimia

Iimia

Iimia
Address: 23 Cathedral Yard
Exeter
Devon
Postcode: EX1 1HB
Email: john.hockin@iimia.co.uk
Telephone: 01392 47590
Website: http://www.iimia.co.uk/
Financial Advisors By Type: Taxation Advice, Investment Planning, General Financial Planning
Financial Advisors By Area: Devon Financial Advisers
Financial Advisors By City: Financial Advisers In Exeter
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Description
iimia provides Fund Management, Wealth Management and Corporate Services. iimia is headquartered in Exeter, with offices in Bournemouth, Plymouth and Northampton. iimia has expanded rapidly since it was formed in 2001. Originally conceived as a private client investment manager founded by two legal firms in Exeter and a team of financial service industry professionals, the group has expanded geographically and in the range and scale of activities covered. Shares in iimia Investment Group plc (TIDM Code : IIG) are traded on the Alternative Investment Market.

Retirement planning is rarely out of the news with stories about declaring State benefits and increased life expectancy meaning pension funds need to last longer. However, many of us still do not have a properly defined plan to help us attain the goals we have set or live the lifestyle we have worked for.

Have you thought about;
  • When you want to retire?
  • How much you will need to live on in the way you want to during your retirement?
  • How much can you afford to invest?
  • Whether anyone else is depending on your retirement funds?
  • How the pensions simplification changes, that came into force on 6th April 2006, affect your pension planning?
Many people are understandably disenchanted with the 'bundled' pension contracts offered by large insurance companies and are attracted by the idea of having more flexibility and control over their pensions - as such we provide specialist advice on Self Invested Personal Pensions (SIPPs). The costs involved in setting up a SIPP are transparent and can provide considerable savings when compared to traditional pension product providers.

iimia Wealth Management offer independent advice from experienced and qualified pension advisers who are able to consult with you without any obligation.

When interest rates are low, investors sticking to the safety of bank and building society deposit accounts are not making the most of their money. Although these accounts are seen as the traditional safe haven, recent years have seen interest rates being reduced sharply and deposit accounts may not now even be keeping the value of your money in line with inflation.

Many people recognise that to achieve better long-term protection for their money against the effects of inflation, it is often worth considering 'equity' related investments (company shares). It is possible to gain access to the equity markets either directly through buying shares or indirectly by investing in investment products such as:
  • ISAs / PEPs
  • Unit Trusts
  • Open Ended Investment companies (OEICs)
  • Investment Trusts
  • Onshore and Offshore investment Bonds
  • Structured Products
iimia Wealth Management believes that with the right independent savings advice it is possible to match your investment needs and objectives to the most appropriate products.

If you are considering 'equity' related investments it is important to remember that the value of your investment and the income generated from it may fall as well as rise.
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