IAM Financial

Josh has given me invaluable advice and support. It has been a pleasure and a relief to have Joshs expertise, including highlighting changes in forthcoming legislation relevant to me. I cant thank Josh enough for his help and I would recommend him unreservedly. Sue
Feb 17th, 2023

5 star professional service - would highly recommend Dr Josh Lewis.
Nov 17th, 2022

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.
Oct 29th, 2021

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.
Apr 3rd, 2019

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. Its a pleasure and privilege to know him. Barbara and Chris.
Mar 1st, 2019