Testimonials & News

Anne

TESTIMONIALS

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What were the circumstances that caused you to look for a financial adviser?

I wanted to set up a private pension.

How did Dr Josh Lewis help you?

'Josh has an excellent knowledge of the products available and is able to guide me through all the financial options. He keeps me up to date with what is happening and provides a very thorough and detailed report. There is never any "hard sell" just good advice given in a very friendly manner!'

Have you seen the outcome you were hoping for?

Yes! My pension fund continues to grow in value.

Dr Josh's reply

Anne - it was a pleasure to see you again the other day and thanks for this review. I am also delighted to see your fund up almost 8% in the last 12 months despite the Covid crisis - a good result all round! Best wishes Josh

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.