1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Cardiff
  8. breadcrumb-arrow
  9. Whitchurch
  10. breadcrumb-arrow
  11. Imperial Chartered

Imperial Chartered

Independent Financial Adviser  Unit B, Mid Glamorgan, CF37 5BP
check
FCA authorised
Last authorised 18th October 2021
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Home and leisure
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Meet our advisers
MR Scott Smith FPFS
Chartered Financial Planner
About us

I’m a Chartered Financial Planner and a Fellow of the Personal Finance Society. My aim is to provide advice in a simple, easily understood, stress free format.

I have 16 years’ experience in and around financial advice, and have also worked in investment management, with my previous role to this being as Head of Compliance for Aviva’s discretionary investment management division.

Our services

As one of the highest qualified advisers in the UK, my career goal is to have better investment and retirement planning knowledge than my peers. The more knowledge I have, the better outcomes you will have.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Unit B, Upper Boat Trading Estate, Mid Glamorgan, CF14 1QP

Similar advisers near you

Imperial Chartered
Independent Financial Adviser 0 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile
Whitchurch IFA Ltd
Independent Financial Adviser 0.19 mi
Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
 
See profile
The Private Office
Independent Financial Adviser 0.43 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.73 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile