Our Advisors
Gareth Morgan APFS, Cert II
Director & Chartered Financial Planner
Gareth holds the Chartered Financial Planner designation with the Professional Finance Society, joining a group of professionals at the forefront of the profession. Currently, he specialises in assisting business owners and high net worth clients.
Jason Jones BSc Econ, DipFs
Director & Independent Financial Adviser
Having worked as a financial adviser for over 14 years, Jason brings a wealth of knowledge and experience to both his clients and the business. Jason holds a Diploma in Regulated Financial Planning along with his Economics Degree. Jason also had 10 years of Corporate Finance experience within NatWest.
Scott Smith FPFS
Chartered Independent Financial Adviser
Scott is a Fellow of the Personal Finance Society and a Chartered Financial Planner. He specialises in retirement planning, pension drawdown advice, and investment strategies. With 20 years of industry experience, he joined our team after serving as Head of Compliance for Aviva’s discretionary investment management division. Scott was included in VouchedFor and the Times' top UK financial advisers list in 2021, 2022, 2023 and 2025.
Stuart Roberts DipPFS
Independent Financial Adviser
Stuart is a Chartered Financial Planner with experience in advising businesses and individuals. He specialises in retirement planning, drawdown advice, investment strategies, Inheritance Tax planning, and business protection. Stuart brings with him a wealth of knowledge within the commercial property sector.
Ted Powell BSc ECON, APFS
Chartered Independent Financial Adviser
Ted is an Economics Graduate and has achieved the Chartered Financial Planner milestone. He is a key member of our Investment Committee, which convenes on a regular basis.
Robyn Armitage DipFA
Financial Adviser
Robyn joined Imperial Chartered in 2023 as an Independent Financial Adviser and has attained her regulated Diploma through the London Institute of Banking & Finance. She benefits from 12 years of experience within the Financial Services Industry, across various roles.
Richard Emms BA Hons, Dip FA
Independent Financial Adviser
Richard joined Imperial Chartered in March 2026 having worked as a Financial Adviser for over 18 years. He holds a Diploma in Financial Planning along with a Degree in Welsh & History. A former Professional Rugby Player, Richard specialises in advising Sports Professionals, high net worth clients, businesses and families. He’s also a fluent Welsh speaker.
Rhidian Jones BSc MATH, FPFS
Chartered Independent Financial Adviser
Rhidian is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Mathematics Graduate. He specialises in pensions and Trust advice with 25 years of industry experience.
Flexi-access Drawdown
Wealth Preservation & Inheritance Tax
Savings & Investments
Sustainable Tax Planning
get in touch
We would love to hear from you
Get in touch by filling in the form below, and one of our expert team of independent financial advisers will be in touch.