IAM Financial
Financial Planners
Most Recent Comments
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February 2023
Josh has given me invaluable advice and support. It has been a pleasure and a relief to have Josh’s expertise, including highlighting changes in forthcoming legislation relevant to me. I can’t thank Josh enough for his help and I would recommend him unreservedly. Sue
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October 2023
I required urgent financial advice for my business and Dr. Josh Lewis at IAM stepped in at very short notice with the advice I needed. I wouldn't hesitate to recommend his services to anyone requiring advice.
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June 2023
thank you josh for all your help with my nhs pension I would recommend you to anybody very happy with information that you provided you go that extra mile ?
More Comments(17)
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.
We believe in putting the client first, establishing long-term relationships built around trust and honesty while providing a first class service.
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
Protection
