February 2024 by Stephan Grabner
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.
February 2024 by Simon Fancourt
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.
January 2023 by Julian Evans
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.
December 2021 by Jo Dawson
I recently met with Josh Lewis, first zoom and then in person. He has been extremely helpful and ensured that I clearly understood everything he was explaining to me. I would not hesitate to recommend this efficient and friendly company
April 2021 by Richie Rowlinson
I owe this Man more than a beer, very professional and more than helpful, thankyou.