Imperial Wealth Management Ltd

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
FCA verified
10th June 2019
Independent advice from Chartered Financial Planners. Initial consultation free of charge
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Critical illness
    • Healthcare
    • Home and leisure
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • EEA
    • Rest of world
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Remortgage
    • Residential
Meet our advisers
Scott Smith FPFS
Chartered Independent Financial Adviser
Chartered Financial Planner
Gareth Morgan APFS
Rhidian Jones APFS
Financial Adviser
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 Wealth Management is an independent advice practice, we provide advice on products and services from the whole of the market and are able to provide unbiased and unrestricted advice.

As one of the largest independent advice firms in Wales, our 10 experienced, highly qualified professionals deliver advice to thousands of customers all over the UK.

We offer a range of financial services including pension and retirement planning, investment advice, inheritance tax planning, mortgages and protection, to both individuals and businesses.

We work hard to take the jargon out of financial advice, and our experienced team will tailor our advice to your specific needs.

Contact one of our Chartered Advisers, Scott Smith, for further information.

Our services

First meetings are at our own cost, and details of our fees will always be agreed in advance of any work commencing, meaning you remain in control of our relationship.

Our Chartered advisers have an in-depth knowledge of retirement planning, investment advice and estate planning. We will explain your options in simple terms, and advise you on the best course of action.

We aim to build long term relationships with our clients by putting your needs at the forefront of our business.

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

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