Name: Excellent according to the company’s financial health.
Item: IMPERIAL WEALTH MANAGEMENT LIMITED
Rating: 5
Author: CheckTheCopmany

IMPERIAL WEALTH MANAGEMENT

Phone: 08456 436 294

A⁺ rating

ABOUT IMPERIAL WEALTH MANAGEMENT LIMITED

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.

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.

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

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.

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

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

KEY FINANCES

Year

2017

Assets

£145.28k ^{▲ £34.82k (31.52 %)}

Cash

£26.49k ^{▼ £-8.32k (-23.90 %)}

Liabilities

£10k ^{▼ £-55.98k (-84.84 %)}

Net Worth

£135.28k ^{▲ £90.79k (204.07 %)}

Download Balance Sheet for 2011-2017

REGISTRATION INFO

Company name: IMPERIAL WEALTH MANAGEMENT LIMITED
Company number: 06820882
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 16 Feb 2009
Age - 16 years
Home Country: United Kingdom

CONTACTS

Website: www.imperialwealthmanagement.co.uk
Phones: 08456 436 294
08455 195 201
Registered Address: UNIT B,
UPPER BOAT BUSINESS CENTRE,
PONTYPRIDD

ECONOMIC ACTIVITIES

65110: Life insurance

LAST EVENTS

21 Nov 2016: Total exemption small company accounts made up to 29 February 2016
16 Nov 2016: Confirmation statement made on 10 September 2016 with updates
26 Oct 2015: Annual return made up to 10 September 2015 with full list of shareholders Statement of capital on 2015-10-26 GBP 2