Directors

INDEPENDENT FINANCIAL ADVISER - Imperial wealth management
Jason Jones
DIRECTOR & INDEPENDENT FINANCIAL ADVISER
Having worked as a financial adviser for 14yrs Jason 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. Jason also 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.

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 and a Chartered Financial Planner. He 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. Scott has recently been included in VouchedFor and the Times top UK financial advisers list.
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.
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.
Imperial Chartered - Financial advisers Retirement Planning
Richard Maddern
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.
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.

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.

    Imperial Chartered