Corporate Advice

Whatever type of business you are involved in, we can act as your financial advisors. And no matter the size of your organisation, we are always on hand to help with everything that falls under the umbrella of business and corporate advice.

We work in conjunction with other professional advisers that assist our clients’ businesses, including Accountants and Solicitors.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses. We can help with Protecting Key People, Employee Benefit Schemes, Workplace Pensions including Auto-Enrolment, Cash Management, Tax Advice and Exit Strategies.

The Financial Conduct Authority do not regulate employee benefits, tax advice and auto enrolment.

IAM Financial is a trading style of IAM Financial Planning Limited which is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority.

IAM Financial Planning Ltd is registered in England and Wales. Company Number 08972423.
Registered Address: Westgate House, 2 Union Road East, Abergavenny, Gwent, Wales, NP7 5UW.