IAM Financial

Delighted to start 2023 with a VouchedFor score of 5.0 out of 5 from all my fantastic clients - thank you!

Delighted to be listed again in The Times '2021 Top Rated Financial Adviser Guide'. Congratulations to the whole team at IAM Financial who make this possible, and a big thank you to our loyal clients, especially to those who took the time to leave reviews.

Delighted to be recognised as one of the UK’s Top Rated Financial Advisers again.

We are proud to be supporting the nationwide initiative 2019, taking place from 7 – 11 October.

www.cisi.org

Housing market outlook worst 'for 20 years' House sale expectations for the next three months are at their lowest for two decades, estate agents warn.

Interesting article on Mortgage rate perditions https://www.mortgagestrategy.co.uk/interest-rate-predictions-2020s

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Want your own home? Have wealthy parents Youngsters with parents who have property wealth are far more likely to be home owners by 30, a study says.

When is Life Insurance a Good Investment for You? – Everything Financial Matters When is Life Insurance a Good Investment for You? Greg_Pendleton2018Posted on November 29, 2018 Insurance No Comments Getting life insurance may not be on your radar. According to the most recent Insurance Barometer study conducted by Life Happens and the Life Insurance and Market Research Associati...

Could this be you? Please contact our professional advisers if you would like help with your own pension.

Half of drawdown savers could run out of money Only half of drawdown customers are taking an income which has a high likelihood of lasting them for the rest of their life according to analysis from Royal London

Landmark day for state pension equality – Everything Financial Matters Landmark day for state pension equality Greg_Pendleton2018Posted on November 6, 2018 News No Comments From the 6th of November women in the UK will begin to qualify for their state pensions at the same age as men – currently 65. The move to equalise male and female pension ages began 25 years ago,...

https://www.telegraph.co.uk/money/consumer-affairs/expect-budget-2018-cuts-pensions-boost-inheritance-tax-allowance/

What to expect from Budget 2018: cuts to pensions, boost to inheritance tax allowance On 29 October Philip Hammond will stand up and deliver one of the most crucial Budget statements in recent memory.