Directors

INDEPENDENT FINANCIAL ADVISER - Imperial wealth management
    Jason Jones
    DIRECTOR & INDEPENDENT FINANCIAL ADVISER
    Jason established Imperial Wealth Management (now Imperial Chartered) in 2004. Having worked as a financial adviser for 14yrs he brings a wealth of knowledge and experience to both his clients and the business. Jason holds a Diploma in Regulated Financial Planning and the specialist pension transfer and income qualification, AF3. Prior to starting Imperial Wealth Management Jason had 10yrs Corporate Finance experience with NatWest.
    INDEPENDENT FINANCIAL ADVISER - Imperial wealth management - retirement planning financial advice
      Gareth Morgan
      DIRECTOR & CHARTERED INDEPENDENT FINANCIAL ADVISER
      Gareth is one of the few UK advisers that has achieved the prestigious Chartered Financial Planner Status with the CII. He has joined an elite group of professionals at the forefront of the profession. The title is the trusted mark of professionalism. Currently he specialises in assisting business owners, high net worth clients, and final salary pension transfers. Gareth’s experience is invaluable to our clients.
      Imperial Chartered - Financial advisers Pensions Planning
        Rhidian Jones
        DIRECTOR & CHARTERED INDEPENDENT FINANCIAL ADVISER
        Qualified to Chartered Financial Planning standard, Rhidian is an experienced and knowledgeable financial adviser specialising in pension planning and inheritance tax. After successfully establishing his own compliance consultancy business, Rhidian joined Imperial Wealth Management in 2017. Since then he's ensured our advice standards are always kept to the highest degree.

        Independent Financial Advisers

        INDEPENDENT FINANCIAL ADVISER - Imperial wealth management
        Scott Smith
        CHARTERED INDEPENDENT FINANCIAL ADVISER
        FPFS, BSc Econ Pol, Dip AML
          Scott is a Fellow of the Personal Finance Society, which is the highest academic level a financial adviser can achieve and is also a Chartered Financial Planner. Scott specialises in pensions, retirement planning and investment strategies. With 16 years’ industry experience, he joined Imperial in 2018 from Aviva, having been Head of Compliance for their discretionary investment management division.
          retirement wealth planning financial advice - Imperial wealth management
          INDEPENDENT FINANCIAL ADVISER | DipPFS
            Stuart is qualified to Diploma in Regulated Financial Planning standard, and is fast approaching the prestigious Chartered adviser status. He has recently qualified as a final salary transfer specialist.
            INDEPENDENT FINANCIAL ADVISER - Imperial wealth management
            INDEPENDENT FINANCIAL ADVISER | DipPFS
              Having worked in the Financial Services industry and Wealth management for over 10yrs, Kevin has a huge range of experience in Investment Planning, Inheritance Tax Planning, Pensions and Protection insurance.
              retirement planning financial advice INDEPENDENT FINANCIAL ADVISER - Imperial wealth management
              Mike Hawker
              INDEPENDENT FINANCIAL ADVISER | ​DipPFS
                Mike has been working in the industry for over 30yrs, having started his career in the now known Royal London. He is our most experienced financial adviser, having managed his clients through a number of recessions and numerous regulatory changes.
                Imperial Chartered - Financial advisers Retirement Planning
                INDEPENDENT FINANCIAL ADVISER | DipPFS
                  Richard has built a wealth of experience through his 15yrs in commercial banking with Lloyds and RBS. He specialises in High net worth individuals and holds the AF3 qualification providing advice in the final salary pension transfer market.
                  INDEPENDENT FINANCIAL ADVISER | DipPFS
                    Ted has a strong background in finance having achieved his Diploma in Regulated Financial Planning, Certificate in Mortgage Advice, and Certificate in Discretionary Investment Management. He is now working towards Chartered Financial Planner status. Ted is a key member of our Investment committee which convenes on a monthly basis.
                    Imperial Chartered - Financial advisers wealth managers
                    Lezanne O’Donoghue
                    INDEPENDENT FINANCIAL ADVISER | ​DipPFS
                      Lezanne brings some 15 years’ experience in the finance industry across a breadth of roles in London, Cardiff and beyond. She is proud to be an active supporter of Women in Business, often attending Women’s Business Club meetings, Abergavenny Ladies Business Association events, and is an active member of the FSB.
                      Imperial Wealth Managers Team Photo
                      Meet the rest of the team
                        At Imperial Chartered, we truly believe our back-office team set us apart from our peers. They have a wealth of experience in financial services, with many Level 4 qualified and on our internal training programme to become Chartered Advisers. They are critical in ensuring our clients receive the highest standard of service at all time.

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