Imperial Wealth Management Ltd

Independent Unit B, Upper Boat Trading Estate, Mid Glamorgan, CF37 5BP
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
14th October 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 review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Group pensions
    • Group protection
Meet our advisers
Scott Smith FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Unit B, Upper Boat Trading Estate, Mid Glamorgan, 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 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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0