About Us.

At Imperial Wealth Management across the practice we have over 50 years of experience across a wide range range of financial services.

It is important to understand that not all financial advisor firms are similar and in fact our Financial Advisors have a wealth of knowledge so you can expect expert advice and clear answers. We strive on our professional high standards of service & outstanding ethics in the way we treat our clients.

Professional Partners

We have carefully selected preferred professional partners in aspects such as Chartered Tax Advisors, Chartered Accountants & STEP qualified Solicitors to ensure that we maintain high standards in specialist professional sectors.

Management

Our senior management team and board of directors are some of the most dedicated professionals in the industry. All are qualified to the Dip PFS standard and will shortly be aiming for full chartered status. Once again they ensure that all staff work to the company mission ensuring all practices are fully compliant and 100% in the interests of their clients.

Investment Partners

At Imperial Wealth Management we have a clear focus on maximising the investment potential for our clients. This is why we take an independent whole of market approach when dealing with our clients. Our expertise ensures your investments are in safe hands

Our Team

We have a dedicated team of administrators based in our offices which are located in South Wales. Our experienced and dedicated team of financial advisors and mortgage consultants have over 50 years experience in their dedicated fields. All are supported by experienced Para Planners who ensure both the paperwork and clients are dealt with efficiently and accurately. All staff work to exemplify our mission statement which ensures the customer is treated with the utmost care and professionalism.

Any queries or concerns?

Please call us on 0845 643 6294 or use our contact form.

Make an Enquiry

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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