IAM Financial
Financial Planners
Westgate House, 2 Union Rd E, Abergavenny NP7 5UW
Most Recent Comments
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February 2024
IAM Financial Service have helped me to grow my pension very well over several years and spotted mismanagement of my previous adviser and helped me to solve the issue with the Ombudsman free of charge!I value their integrity and excellent service.
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February 2024
Josh was extremely personable and helpful when I contacted IAM Financial for some advice in relation to CGT. The telephone conversation was very informal and provided excellent advice on the options available for our circumstances. I would highly encourage others to call or pop-in for a chat.
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January 2023
We met Dr Josh for the 1st time today and found him very approachable and knowledgeable. We will look forward to meeting him again now that he has advised us of the way forward.
More Comments(5)
From IAM Financial
IAM Financial is an established financial planning firm offering financial advice to our clients.
Advice is given on a wide range of specialist services, with our core business being Wealth Management.
Impartial advice of the highest quality, every step of the way
Our team is at the heart of our success. Our unique advisors deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.
Our Financial Planners are highly qualified and have the experience to help you with:
- Pensions and Retirement Planning
- Savings and Investments
-Inheritance Tax Planning and Probate
-Mortgages
-Equity Release
-Protection
-Long-Term Care
Other Information
Products and services: commercial & business finance, finance brokers, financial consultants, income protection insurance, investment & trust companies, investment consultants, life assurance & pension consultants, mortgage advice, pensions, tax planning, financial planning, equity release, financial services, investments, life insurance, mortgages, commercial mortgages, independent financial advisers, pension advice, investment advice, Retirement advice, Retirement Planning, fsa regulated
