Imperial Chartered

Independent Financial Adviser Imperial Wealth Management Ltd, Unit B, Upper Boat Trading Estate, Mid Glamorgan, Pontypridd, CF37 5BP
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
A family orientated company based in South Wales. Specialising in pension and Investment advice.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Gareth Morgan
Chartered Financial Planner
Accreditations
Certified Financial Planner
adviser-person
Scott Smith
Independent Financial Adviser
Accreditations
Certified Financial Planner
Rhidian Jones
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Compliance

Our customer is at the heart of everything we do. We have strong ethics which mean our clients not only stay with us, but also recommend us.

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