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IAM Financial

Singleton Court Business Centre, Wonastow Rd, Monmouth NP25 5JA, United Kingdom

IAM Financial
Financial planner
5
7 reviews
7 comments
Orientation directions
R749+WW Monmouth, United Kingdom
+44 1873 854488
iamfinancial.co.uk
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Monday: 10–16
Tuesday: 10–16
Wedneasday: 10–16
Thursday: 10–16
Friday: 10–16
Saturday: Close
Sunday: Close
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Sarah Brown
Sarah Brown
IAM Financial really helped me set up a pension plan and explained everything in plain English and took the time to explain all the details. Even though I must have asked hundreds of questions, they were so patient in answering them all and I left feeling very secure with the package they offered me. I will definitely go there again when I need financial advice and would highly recommend them. Great, professional, and expert team there.
Kathryn Porter
Kathryn Porter
We had great service from IAM Financial. Very friendly and professional. I was clueless as to which insurance policy was right for me but they explained everything in terms I understood, enabling me to make an informed decision and take a product that suited my needs. Thanks!
Rachael Porter
Rachael Porter
I needed advice on retirement planning and investments and was recommended to go to these advisors. I'm so pleased I did......i was treated with the utmost respect and given really helpful information.
Thank you IAM Financial
Alison Fox
Alison Fox
Great company to deal with. Make life easy, straight forward, explained all the options and kept me informed. Highly recommended!
Greg Pendleton
Greg Pendleton
So Happy with the service for our pensions and mortgages I now work with Iam Financial
Elisabeth Barber
Elisabeth Barber165 days ago
As a single lady of a certain age, throughout my meetings with Josh I always felt comfortable despite my lack of knowledge and understanding of the complexities of Pension Drawdown.
I was guided through each stage at a pace I was happy with.
I would certainly recommend them.
Andrea Dickens
Andrea Dickens2 years ago
IAM provided me with clear, understandable advice, enabling me to make the right decisions about pensions and investments. Really helpful and would highly recommend.
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