• Mortgage advice
• Pensions and Retirement Planning
• Savings and Investments
• Long-Term Care
• Life insurance
• Equity Release
• Financial advice

IAM Financial is a team of Local helpful Financial advisers that want the best for there customers

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.

Impartial advice of the highest quality, every step of the way
Our team is at the heart of our success. Our unique advisers 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

Trading Since

2010