Imperial Wealth Management Ltd

Independent Financial Adviser Unit B, Upper Boat Trading Estate, Mid Glamorgan, CF37 5BP
FCA verified
2nd December 2019
Independent advice from Chartered Financial Planners. Initial consultation free of charge
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Home and leisure
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Corporate pension
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
Meet our advisers
Scott Smith FPFS
Chartered Independent Financial Adviser
Where to find us

Unit B, Upper Boat Trading Estate, Mid Glamorgan, CF37 5BP

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 the country, 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.

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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.22 mi
Great financial planning can change your life. We exist to inspire ideas, create confidence & give you freedom to live.
Independent Financial Adviser 0.3 mi
Pensions specialists with 34 years’ experience, no enquiry too big or too small. All types of pension queries considered.
Independent Financial Adviser 0.3 mi
We have celebrated more than 30 successful years supporting clients with their finances.
Independent Financial Adviser 0.34 mi
Our financial planning service is focussed on helping you understand and plan for your financial future.