iam Financial

Independent Financial Adviser  Westgate House, Victoria, Newport, NP19 0AS
First meeting at adviser's own cost
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
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Grant Pendleton DipPFS, CertPFS (DM), Certs CII (MP&ER)
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

What our clients say
What were the circumstances that caused you to look for a Financial adviser? A career change and relocation was the prompt to review my company and private pension schemes. How did Grant Pendleton help you? Outstanding professional service with a depth of knowledge - pensions now sorted and retirement plans in place. What is your current situation? Have you seen the outcome you were hoping for? To early to say at present however the product was just what I was looking for. What could they have done better? Absolutely nothing - the whole process was professional without any complications. I would highly recommend Grant Pendleton to anyone looking for financial advise.
Mr Williamson, Monmouth
What were the circumstances that caused you to look for a Financial adviser? Having recently moved home we needed advice on the best life insurance options. How did Grant Pendleton help you? Grant offered us some sound impartial advice which allowed us to make an informed decision which was right for us. Very friendly and professional service. What is your current situation? Have you seen the outcome you were hoping for? Yes. The advice from Grant has meant we have a policy that suits all our needs. What could they have done better? Nothing...fantastic advisor who did exactly what he said he would. Thanks!
Kathryn Porter, Newport
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.

Where to find us
Head office address: Westgate House, 2 Union Road East, Abergavenny, Monmouthshire, NP7 5UW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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