iam Financial

Independent Financial Adviser  Westgate House, Abergavenny, Monmouthshire, NP7 5UW
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FCA authorised
Last authorised 25th October 2021
Professional personal approach, built on trust and experience offering financial planning and wealth management advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Grant Pendleton DipPFS, CertPFS (DM), Certs CII (MP&ER)
IFA
About us

We are independent and believe in the importance of searching the whole market for the correct solution. We have 23 years experience within Financial Services and believe in building long term trusted relationships.

Our services

We listen to your individual needs and requirements and provide specific recommendations to enable you to achieve your future aspirations.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Westgate House, 2 Union Road East, Abergavenny, Monmouthshire, NP19 0AS

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