Welcome to Imperial Wealth Management.

Imperial Wealth Management Ltd are professionals who provide financial services to individuals and businesses. This involves a suite of services ranging from InvestmentTax planning, Pension & Investment advice, all aspects of Insurance & Protection, Mortgages and Commercial Finance.

Our financial advisors help the client maintain the desired balance of investment income, capital gains, and acceptable level of risk tailored to a clients aims & objectives .

We do this by utilising numerous investments such as bonds, mutual funds, investment trusts and Insurance Products to meet the needs of our clients.

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Pensions

With the State Pension continuously falling it is important to consider taking personal control to provide an income in retirement

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Inheritance Tax

Needless to say this can be a complicated area of Financial Planning and it is recommended that you seek professional advice

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Investments

It is very important to know that any investment is right for you in terms of risk and tax position.

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Protection

We give a straightforward service supported by dedicated and robust underwriting. We’re always on hand to answer any questions you may have

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Bespoke Financial Planning Service

The Financial Planning Process

There are generally four stages to the financial planning process each of which is separately costed, although the initial consultation is free:

  • Initial Consultation
  • Financial Review and Recommendation
  • Arranging and Setting up your Contract/Investment
  • Ongoing Service and Reviews

Our Ongoing Service

  • At least one annual review meeting, more if required (subject to minimum fees).
  • Instant valuations available.
  • Ongoing telephone support.
  • Yearly Portfolio Review Report - As per your selected level of service as detailed in our Value Service Proposition
  • Ongoing monitoring of investments and advice on any changes as and when required.
  • Dedicated and named adviser and support team.
  • No cost to switching existing investments.

Nationwide Advice

If you are looking for Financial Advice then look no further. Imperial Wealth Management Ltd provide a vast range of financial services on a national basis

Imperial Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA No: 501271. Registered Office Unit B, Upper Boat Business Centre, Pontypridd, CF37 5BP

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