📍 Address: Itton, Chepstow NP16 6BS, United Kingdom
📞 Phone: +44 1291 626373
🌐 Website: iam-financial-advice.co.uk
Josh provided us invaluable advice at no cost. His generosity, knowledge and experience helped us beyond measure, and we are extremely grateful. I would highly recommend Josh (The Wealth Doctor) to anyone seeking advice on their finances.
Josh took the time to look into my current situation and gave honest advice without trying to sell a product. He was very helpful and explained everything clearly. Thank you.
Josh has been very supportive and helpful throughout our financial planning journey, offering clear advice and options for us to make informed decisions. His friendly manner and refreshing approach make him very easy to interact with and he explains things in a very understandable way so we can get the full picture how a particular scenario might impact us. We’d highly recommend Wealth Doctor Financial planning for anyone considering expert financial advice and planning.
Josh was referred to us by a good friend who expressed how great he was at his job. She wasn’t wrong! We have always found Josh very friendly, professional, kind and extremely helpful. Any uncertainties have been speedily addressed, and information is always clearly explained. He always obtainable to clarify and simplify any tricky processes ensuring we are happy and relaxed with the choices made. We have been thankful for Josh's excellent guidance over the years, and feel we are in safe hands We would highly recommend his service!
After a chance meeting at a local business event several years ago Josh has helped us convert a rather dormant pension into a significant asset. His always professional, yet friendly demeanour makes him a pleasure to do business with and changes we have jointly agreed upon have always been swiftly actioned. I have no hesitation in recommending Josh to anyone looking for qualified financial advice from someone who takes time to discuss things fully and whom they can truly trust.
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
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.
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 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.
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.
IAM Financial is located at Itton, Chepstow NP16 6BS, United Kingdom
You can contact IAM Financial at +44 1291 626373
You can find directions to IAM Financial by following this map link
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71 Macrae Road, Ham Green, Pill, Bristol BS20 0DD, United Kingdom
Macrae Road, Pill, Bristol BS20 0DD, United Kingdom
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