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Imperial Chartered

Independent Financial Adviser  Unit B, Mid Glamorgan, CF37 5BP
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FCA authorised
Last authorised 10th May 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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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 my next home
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Buy to let
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Buying commercial property
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Buying first home
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Next home / Remortgaging
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Wealth management
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Ethical investments
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Home and leisure
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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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EEA
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Rest of world
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Corporate pension
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Group ISA
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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
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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