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

Two life assurance endowments became payable and I wanted to invest the lump sum.

How did Dr Josh Lewis help you?

Together we established my then current situation thoroughly and determined my stance on risk. From this Josh Lewis guided me though various options and I invested the pot in a tax efficient manner.

Have you seen the outcome you were hoping for?

I have taken income from the investment although not currently as was not needed. The investment has worked as expected in since inception, and even with covid 19, although the short is volatile, I expect the medium to long term to be fruitful as markets are good value st the moment.

What could they have done better?

Dr Lewis is most thorough and scrupulous. He is attentive and keeps me informed and continues to advise. It would be difficult to to make any constructive criticism.

Dr Josh's reply

Andy - many thanks for your review and positive words - we now have your investments structured so you pay less tax, and you are well positioned for good long term growth. Take care of yourself during this time of uncertainty with coronavirus and please contact me if you have any queries in the meantime.

The above logos refer to Dr Josh Lewis

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: 2 Union Road East, Abergavenny, Gwent, Wales, NP7 5UW.