IAM Financial

IAM Financial Iamfinancial helps people and businesses who need financial services with expert advice and help (09/01/2024)

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 Invest

ments
- Pensions and Retirement Planning
- Inheritance Tax Planning and Probate
- Protection
- Commercial Mortgages
- Auto Enrolment Pensions

Please call for a free initial consultation

Approver Quilter Financial Planning Solutions Limited.

Delighted to start 2023 with a VouchedFor score of 5.0 out of 5 from all my fantastic clients - thank you!              ...
03/01/2023

Delighted to start 2023 with a VouchedFor score of 5.0 out of 5 from all my fantastic clients - thank you!

Delighted to be listed again in The Times '2021 Top Rated Financial Adviser Guide'. Congratulations to the whole team at...
16/04/2021

Delighted to be listed again in The Times '2021 Top Rated Financial Adviser Guide'. Congratulations to the whole team at IAM Financial who make this possible, and a big thank you to our loyal clients, especially to those who took the time to leave reviews.

07/11/2019

Delighted to be recognised as one of the UK’s Top Rated Financial Advisers again.


We are proud to be supporting the nationwide initiative   2019, taking place from 7 – 11 October.
12/09/2019

We are proud to be supporting the nationwide initiative 2019, taking place from 7 – 11 October.

21/01/2019

House sale expectations for the next three months are at their lowest for two decades, estate agents warn.

04/12/2018

Youngsters with parents who have property wealth are far more likely to be home owners by 30, a study says.

29/11/2018

When is Life Insurance a Good Investment for You? Greg_Pendleton2018Posted on November 29, 2018 Insurance No Comments Getting life insurance may not be on your radar. According to the most recent Insurance Barometer study conducted by Life Happens and the Life Insurance and Market Research Associati...

Could this be you? Please contact our professional advisers if you would like help with your own pension.
16/11/2018

Could this be you? Please contact our professional advisers if you would like help with your own pension.

Only half of drawdown customers are taking an income which has a high likelihood of lasting them for the rest of their life according to analysis from Royal London

14/11/2018

Landmark day for state pension equality Greg_Pendleton2018Posted on November 6, 2018 News No Comments From the 6th of November women in the UK will begin to qualify for their state pensions at the same age as men – currently 65. The move to equalise male and female pension ages began 25 years ago,...

Address

Abergavenny

Opening Hours

Monday 9am - 5pm
Tuesday 12am - 5:30am
9am - 5pm
Wednesday 12am - 5:30am
9am - 5pm
Thursday 9am - 5pm
Friday 12am - 5:30am
9am - 5pm
Saturday 9am - 5:30am

Telephone

+441873854488

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