Wealth Doctor Financial Planning was originally known as IAM Financial Planning and has grown to become an established regional financial planning firm offering bespoke independent advice to personal and corporate clients. Advice is given on a wide range of specialist services, with our core business being Wealth Management.
I originally trained and practiced as a NHS doctor for 10 years before recognising that the financial well-being of individuals was of equal importance to them in achieving security, success and happiness.
My advice covers all areas of wealth management, including: retirement planning, wealth protection, savings and investment planning, and inheritance tax planning.
Please remember that the value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
I am based in Monmouthshire, across the River Severn from Bristol, and see clients throughout South Wales and the South West. Friends, family and supporting wider society is very important to me. I am married and have a variety of interests including exploring the great outdoors, travel, gardening, classic cars, sport and supporting a household of 3 children, 2 cats, ducks and chickens!
Investments and savings advice
Checked on
07.01.2025
Pensions advice
Checked on
07.01.2025
Inheritance planning services
Checked on
07.01.2025
Checked on
07.01.2025
FCA
Awaiting confirmation of PII
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