Who we are

IAM Financial represents two customer offerings:

We believe this enables us to remain better informed, benefitting from the backing of a large network while maintaining a competitive edge and greater independence.

Our team

Grant Pendleton, Director - Independent Financial Adviser

Grant Pendleton
DipPFS, CertPFS (DM), Certs CII (MP & ER)

Director - Independent Financial Adviser - IAM Financial Services

  • Wealth Management
  • Inheritance Tax Planning
  • Pension & Retirement Planning
Dr. Josh Lewis, Senior Financial Planning Consultant

Dr. Josh Lewis
MBChB, MBA, DipFA

Senior Financial Planning Consultant - IAM Financial Planning

  • Wealth Management
  • Inheritance Tax Planning
  • Retirement Planning
Greg MacFarlane, Senior Financial Planning Consultant

Greg MacFarlane
DipPFS

Senior Financial Planning Consultant - IAM Financial Planning

  • Retirement Planning
  • Wealth Management
  • Mortgage Advice
  • Inheritance Tax Planning
Simon Porter, Mortgage and Protection Adviser

Simon Porter
Cert CII (MP)

Mortgage and Protection Adviser - IAM Financial Planning

  • Mortgage & Protection Advice