IAM Financial

IAM Financial provided an excellent service to me in sorting out my various private pensions when I had to medically retire some years ago, from which I am currently still reaping the benefits. Consequently when two endowment policies became payable I turned to IAM, and in particular Dr Josh Lewis, for investment advice. After in depth discussions on my needs, hopes and wishes along with checking my current financial status we jointly decided on a plan of action and 4 years on from that I am entirely happy with my product performance, despite the coronavirus pandemic! Indeed I have recently added to my pot with a further lump sum investment.Josh is a caring, knowledgeable and helpful advisor and is always available to answer questions and to keep one informed.First class service, highly recommended.

Josh has given me invaluable advice and support. It has been a pleasure and a relief to have Josh’s expertise, including highlighting changes in forthcoming legislation relevant to me. I can’t thank Josh enough for his help and I would recommend him unreservedly. Sue

Josh has been a star - helping to sort out our pensions and getting to grips with the complications of our finances. I would highly recommend him for his integrity and determination to do the best for us.

Josh Lewis works to the highest professional standards. He is very helpful and knowledgeable and has a gift for making the complex world of finance easy to understand by explaining things in plain English. His approach is client focused, understanding the needs of the individual and planning for their financial future. I am very impressed with the performance of the investments that Josh recommended to me.

Josh Lewis is easy to talk to, he listens to your needs and his professional advice we found thorough and very helpful. He is a good communicator who clearly describes recommendations without the use of any jargon. We have no hesitation in recommending him. It’s a pleasure and privilege to know him. Barbara and Chris.

I required urgent financial advice for my business and Dr. Josh Lewis at IAM stepped in at very short notice with the advice I needed. I wouldn't hesitate to recommend his services to anyone requiring advice.

Both my wife and I have used Josh's services for a number of years. He has given us excellent guidance, demonstrating a thorough and comprehensive knowledge of all things financial. He always available to explain and simplify the process ensuring we are happy with the choices made. We would recommend him without hesitation.

I am working with Josh Lewis and the team at IAM Financial for a while. Josh helped me with my pension and mortgage. His advice has only me and my circumstances in mind. I appreciate his honest and good service! I can recommend Josh to anyone! Thanks & all the best - Stephan Grabner

I have always found Josh to be helpful and professional. He has a high level of knowledge and explains financial matters clearly and simply. He always follows through his recommendations and I am pleased with how my plans have performed. I would highly recommend Josh if you want a good local financial adviser.

I recently took out life insurance and can't believe how quick and easy it was. I had always thought it would be a long drawn out process. Josh was brilliant, he was extremely helpful, knowledgeable and honest. I am so pleased with the end result and the cover I now have. I would encourage anyone whose considering insurance, just do it, it's so easy!! Thanks Josh.