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
Equity Release
Long-Term Care

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 & ER)

Serviced Areas

  • Abergavvenny,Monmoth, Usk, Ross on wye, Hereford, Newport, Cardiff, Bristol

Payment Options

  • Cash Only, Debit Cards, Personal Checks, VISA

Contact Details

  Person Greg Pendleton
  City Abergavenny
  Postcode NP7 5UW
  Address 2 Union Road East
  Phone Number 01873854488
  Mobile 07852295532

Business Representative

Greg Pendleton

Client liason manager

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

Customer Testimonials

Great service and sorted out our mortgage and savings efficiently

Social Activity

Severn crossing tolls to be scrapped - Bristol Post #mortgagequote.
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Good time to move to wales and commute . mortgage consultation available so please get in touch
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Free pension review initial consultation available. call me on 0785 2295532
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State pension age rise brought forward - BBC News #Free pension review meeting available call Greg 07852295532
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In charts: what next for mortgage rates? call Greg for free initial consultation 07852295532
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Britons face lifetime of debt as Bank of England warns over 35 year mortgages
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I love Supplement Place. Use my referral link to get a 20% discount now! via @SupplementPlace
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Looking at IAM Financial on -
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