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.
"Tax planning (or IHT/Estate Planning) is not regulated by the Financial Conduct Authority."
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.
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.
We are located at:
Imperial Wealth Management
Unit B Upper Boat Business Centre
Pontypridd
CF37 5BP
Contact us today!
If you have any queries or wish to make an appointment, please contact us:
0845 643 6294 0845 643 6294
Or use our contact form.
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