Testimonials & News

Peter

TESTIMONIALS

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Please provide a brief comment about your experience with Dr Josh

I've met and discussed my financial affairs with Josh and found him to be extremely knowledgable and able to offer sound guidance and advice with a common sense approach to issues. I speak as someone who has used IFA's previously and never been confident that I was getting the unbiased advice I had hoped for.

Dr Josh's reply

Peter - many thanks for your positive comments. We strongly believe that first impressions count and we aim to be completely clear with clients regarding how we can help, our service and our charges. We believe that this provides a strong and trusting relationship that we can build on over the years to genuinely help our clients over the long term, whatever life throws at them. We look forward to helping you now and in the future.

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.