IAM Financial Itton, Chepstow NP16 6BS
About the Business
IAM Financial is a prestigious institution that has established itself as a key player in the financial industry. The institution is located in the beautiful city of Itton, Chepstow and has been providing top-quality financial services for several years. As a local government office, IAM Financial has a passion for serving the community by offering financial solutions that meet the diverse needs of the public.
IAM Financial offers a wide range of financial services, including investment advice, financial planning, banking services, insurance, and more. They have an expert team of financial experts who possess a wealth of knowledge and experience in the industry. They leverage the latest financial tools and technologies to develop custom-tailored financial solutions that cater to clients' needs.
IAM Financial is a well-respected institution that has earned a reputation for excellence in the financial industry. They have established strong relationships with top banks, financial institutions, and insurance companies, making them a go-to source for all things financial. They understand that the world of finance can be complex and daunting, which is why they pride themselves on offering clear, straightforward advice that is easy to understand.
IAM Financial is more than just a financial institution; it is also an essential point of interest in the Itton, Chepstow community. Their admirable commitment to serving the community makes them a local favorite. They have a passion for supporting local businesses and initiatives, which is why they actively participate in community events and donate to local charities.
In conclusion, IAM Financial is an establishment that provides unmatched financial services while also fostering a positive relationship with the community. Their commitment to excellence and quality ensures that clients receive the highest level of financial services possible. If you're looking for a trusted financial partner, IAM Financial should be your first choice.
Location & Phone number
Itton, Chepstow NP16 6BS, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Josh has given me invaluable advice and support. It has been a pleasure and a relief to have Josh’s expertise, including highlighting changes in forthcoming legislation relevant to me. I can’t thank Josh enough for his help and I would recommend him unreservedly. Sue"
"IAM Financial provided an excellent service to me in sorting out my various private pensions when I had to medically retire some years ago, from which I am currently still reaping the benefits. Consequently when two endowment policies became payable I turned to IAM, and in particular Dr Josh Lewis, for investment advice. After in depth discussions on my needs, hopes and wishes along with checking my current financial status we jointly decided on a plan of action and 4 years on from that I am entirely happy with my product performance, despite the coronavirus pandemic! Indeed I have recently added to my pot with a further lump sum investment. Josh is a caring, knowledgeable and helpful advisor and is always available to answer questions and to keep one informed. First class service, highly recommended."
"Both my wife and I have used Josh's services for a number of years. He has given us excellent guidance, demonstrating a thorough and comprehensive knowledge of all things financial. He always available to explain and simplify the process ensuring we are happy with the choices made. We would recommend him without hesitation."
"I have always found Josh to be helpful and professional. He has a high level of knowledge and explains financial matters clearly and simply. He always follows through his recommendations and I am pleased with how my plans have performed. I would highly recommend Josh if you want a good local financial adviser."
"Josh Lewis works to the highest professional standards. He is very helpful and knowledgeable and has a gift for making the complex world of finance easy to understand by explaining things in plain English. His approach is client focused, understanding the needs of the individual and planning for their financial future. I am very impressed with the performance of the investments that Josh recommended to me."
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