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
Highlights, Specialties & Features
- Local Financial advisers that care and always put the client first
- Free initial consultation available ( please quote UK financial adviser)
Professional Associations & Certifications
- DipPFS, CertPFS (DM), Certs CII (MP &amp; ER)
- Abergavvenny,Monmoth, Usk, Ross on wye, Hereford, Newport, Cardiff, Bristol
- Cash Only, Debit Cards, Personal Checks, VISA
|Address||2 Union Road East|
Many years of customer service roles and loves helping people.
Greg's role is to put clients in the direction of the most relevant Financial adviser at IAM Financial
Really really helpful and managed to save me money and time renewing my mortgage and life insurance/ Would recommend to anyone
|Value for money|
|Service & support|
Following recent reforms to my work pension I recently obtained pension advice with IAM Financial. In the past I have been a bit intimidated by all of the options and information but I was immediately put at ease by Grant and the team and feel as though I got thorough and realistic advice, totally personalised to me, which was explained really clearly. I would definitely recommend will use IAM for my future financial matters.
Greg at IAM financial recently helped me sort out a remortgage. Very personable and made the whole process hassle free. I'd highly recommend
I highly recommend Josh Lewis and the team at IAM Financial, my experience of dealing with them has been extremely professional.
From Our Website
IAM Financial uses the professional support services of Simplybiz, an organisation providing both technical and compliant backup to further enhance the quality of our advice. We believe this enables us to remain proactive, while maintaining a competitive edge and greater independence. The ultimate client outcome.
Our initial meeting is usually without charge, at this meeting we will provide a full written explanation of our costs. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing the benefits whilst considering the cost. Our final financial planning proposals are well-researched and constructed on the basis of what's suitable for our clients. And of course, we are prepared to work alongside our client's Accountants and Solicitors.
At the outset we can arrange a free preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. After the initial free consultation, we will agree with you whether we are to be paid by means of a fixed fee payable by you, by means of a fee incorporated in the cost of any financial product you buy, or a combination. Fees may be subject to VAT and we will advise you whether or not this is the case.