IAM Financial

Reviews, get directions and contact details for IAM Financial

About

Iamfinancial helps people and businesses who need financial services with expert advice and help

Story

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.
- Mortgages
- Life Insurance
- Savings and Investments
- Pensions and Retirement Planning
- Inheritance Tax Planning and Probate
- Equity Release
- Protection
- Long-Term Care
- Commercial Mortgages
- Auto Enrolment Pensions

Please call for a free initial consultation

Address: Westgate House, 2 Union Rd E, Abergavenny NP7 5UW, UK

Phone: 01873 854488

Website

ku.oc.etaicossamai@noteldnepgerg

State: Monmouthshire

City: Abergavenny

Zip Code: NP7 5UW

opening times

Monday: 10:00 AM – 4:00 PM
Tuesday: 10:00 AM – 4:00 PM
Wednesday: 10:00 AM – 4:00 PM
Thursday: 10:00 AM – 4:00 PM
Friday: 10:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

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.

 7 years ago (08-09-2017)

I went to iamfinancial for pension advice as I had no idea what I should be doing in regards to this. Not only did they explain everything in an easy to understand way, they really took the time to understand my needs and find the best service for me. I feel I can really trust their advice and I left feeling confident I had made the right decision. I would highly recommend iamfinancial, really great professionals there.

 7 years ago (12-09-2017)

Very helpful and efficient company. Was very impressed by the services offered. Highly recommend

 7 years ago (12-10-2017)

Greg at IAM financial recently helped me sort out a remortgage. Very personable and made the whole process hassle free. I'd highly recommend .

 7 years ago (05-09-2017)

I highly recommend Josh Lewis and the team at IAM Financial, my experience of dealing with them has been extremely professional.

 7 years ago (01-09-2017)

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Monmouthshire finance

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