Putting the client first

IAM Financial is an established financial planning firm offering financial advice to our clients.

Advice is given on a wide range of specialist services, with our core business being Wealth Management.

We believe in putting the client first, establishing long-term relationships built around trust and honesty while providing a first class service.

Impartial advice of the highest quality, every step of the way

Our team is at the heart of our success. Our unique advisors deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.

Our Financial Planners are highly qualified and have the experience to help you with: