Imperial Chartered

Independent Financial Adviser  Imperial Wealth Management Ltd, Pencoed, Bridgend, CF35 6RJ
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FCA authorised
Last authorised 17th February 2020
A family orientated company based in South Wales. Specialising in pension and Investment advice.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Large business
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Life insurance
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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Rhidian Jones
Chartered Financial Planner
Scott Smith
Independent Financial Adviser
Gareth Morgan
Chartered Financial Planner
About us

Imperial Chartered provides independent financial advice to individuals, trusts and businesses. We offer a range of financial services specialising in pension and retirement planning, investment advice, inheritance tax planning.

We are a Chartered Practice which means we are Industry recognised as holding a higher level of experience and Qualifications than our peers.

Our services

Imperial Chartered provides independent financial advice to individuals, trusts and businesses. We offer a range of financial services specialising in pension and retirement planning, investment advice, inheritance tax planning.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Imperial Wealth Management Ltd, Unit B, Upper Boat Trading Estate, Mid Glamorgan, Pontypridd, CF37 5BP

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