About us

Since 1994 we have been in the business of helping our clients achieve their financial goals and be in a better financial position through their relationship with us.

Whether it’s the purchase of their first home, planning for retirement, building an investment property portfolio or offering their employees a benefit package we have the qualified expertise to help. Many of our clients have trusted us for nearly 2 decades as their ‘go to’ advisers, and having dealt with several members – and generations – of their families the consistency of our personnel and attentive service means that we are always just a phone call away.

We are incredibly proud of the fact that the vast majority of our new clients are recommended to us by existing clients or our trusted professional partners.

I believe passionately in providing our clients with first class service and advice with excellent value for money. Gregg Davies

Why ima?

Biggest isn’t best…and we’ve never been interested in being the biggest, just the best! We pledge to be the best we possibly can in all of our dealings with our clients, old and new.

You can rest assured that you will always receive expert, up to the minute advice; we have traditional values packaged in a vibrant forward looking form.

My promise to you…

I believe passionately in providing our clients with first class service and advice with excellent value for money. This belief is underpinned by our commitment to always treat our clients fairly. An important part of our approach is making and keeping the ima client promise.
I promise all our clients that:

“We will always treat you fairly. You can expect in all our dealings with you that we will;

• Treat you as we would expect to be treated
• Never take advantage of you
• Be open and honest and deal with you with utmost integrity
• Quickly recitfy any issues should they arise”

As a client of ima, I promise that I will make every effort to ensure that your experience is a happy and successful one, and one that you will be delighted to tell your friends, family and colleagues about.
Best wishes

greggdavies

Gregg Davies

Director

 

personal email: Gregg@imafinancialsolutions.co.uk; mobile phone: 07889321330