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


Inheritance Tax

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



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



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


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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