WEALTH Doctor
Firm is FCA RegulatedWEALTH Doctor is regulated as appropriate by the Financial Conduct Authority, either directly or through another regulated firm.This firm is regulated and authorised by the Financial Conduct Authority
Wealth Doctor 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. You can expect impartial advice of the highest quality, every step of the way. Our team is at the heart of our success. Our Financial Planners are highly qualified, maintain consistently high standards and are committed to delivering an excellent customer experience. They can help you with: - Pensions & Retirement Planning - Savings & Investments - Inheritance Tax Planning - Mortgages - Insurance