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
Mortgages
Equity Release
Protection
Long-Term Care

Served areas

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

Highlights and features

Local Financial advisers that care and always put the client first
Free initial consultation available ( please quote UK financial adviser)

Associations and certifications

DipPFS, CertPFS (DM), Certs CII (MP &amp;amp; ER)

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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

Jo Dawson

Nov 05, 2021

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I recently met with Josh Lewis, first zoom and then in person. He has been extremely helpful and ensured that I clearly understood everything he was explaining to me. I would not hesitate to recommend this efficient and friendly company

Richie Rowlinson

Oct 24, 2020

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I owe this Man more than a beer, very professional and more than helpful, thankyou.

Matt Smith

Jun 11, 2018

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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.

Rhys

Jun 02, 2018

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

Sarah

May 12, 2018

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

Sarah Brown

Feb 25, 2018

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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.

Greg Pendleton

Feb 21, 2018

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Great service and sorted out our mortgage and savings efficiently

Michelle Dalley

Nov 29, 2017

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

Greg P.

Apr 19, 2017

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Really really helpful and managed to save me money and time renewing my mortgage and life insurance/ Would recommend to anyone

Michelle Dalley

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

Sarah

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

Matt Smith

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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.