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 %)
REGISTRATION INFO
-
Check the company
-
UK
-
other
- Company name
- IMPERIAL WEALTH MANAGEMENT LIMITED
- Company number
- 06820882
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
16 Feb 2009
Age - 17 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
See Also
Last update 2018
IMPERIAL WEALTH MANAGEMENT LIMITED DIRECTORS
Jason Lee Jones
Acting
PSC
- Appointed
- 16 February 2009
- Occupation
- Director
- Role
- Director
- Age
- 52
- Nationality
- British
- Address
- 14 Manor Court, Edwardsville, Treharris, CF46 5NZ
- Country Of Residence
- Wales
- Name
- JONES, Jason Lee
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Gareth Thomas Morgan
Acting
PSC
- Appointed
- 01 June 2011
- Occupation
- Director
- Role
- Director
- Age
- 46
- Nationality
- British
- Address
- Unit B, Upper Boat Business Centre, Pontypridd, Wales
- Country Of Residence
- United Kingdom
- Name
- MORGAN, Gareth Thomas
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Anthony Gwynne Cole
Resigned
- Appointed
- 16 February 2009
- Resigned
- 25 February 2009
- Role
- Secretary
- Address
- 19 Dan Y Graig Heights, Talbot Green, Pontyclun, Mid Glamorgan, CF72 8FD
- Name
- COLE, Anthony Gwynne
IMPERIAL WEALTH MANAGEMENT LIMITED
Resigned
- Appointed
- 01 June 2011
- Resigned
- 10 September 2014
- Role
- Director
- Address
- 16b, The Maltings, East Tyndall Street, Cardiff, United Kingdom, CF24 5EZ
- Name
- IMPERIAL WEALTH MANAGEMENT LIMITED
REVIEWS
Check The Company
Excellent according to the company’s financial health.