At my annual review my investments and current situation are checked and we discuss any if changes are needed or not. If amendments need to be made they are done quickly and efficiently in friendly he... Ver mais
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Veja o que dizem as avaliações
Michael has helped us with the mortgage process as first time buyers from start to finish. We cannot thank him enough for his assistance, we really do feel that we would've been lost without him! He h... Ver mais
Michael has been an amazingly friendly and helpful advisor throughout our whole (long drawn out through noones fault!) Process. Upon discovering we were victims of identity theft, Michael was a founta... Ver mais
Our experience using Michael was faultless. I can honestly we will only use him for any future mortgages and life insurance policies we may need. He was so helpful, answering all our questions at a... Ver mais
Detalhes da empresa
Escrito pela empresa
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. You are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline. So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Approver Quilter Financial Services Limited 09/01/2023
Informações de contato
First Floor, 8 Campbell's Business Park, Campbell's Meadow, PE30 4YR, King's Lynn, Reino Unido
- 01553 770111
- post@ibawm.co.uk
- ibawealthmanagement.co.uk
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Darren clearly outlined my options and…
Darren clearly outlined my options and explained what levels of risk there were.
Great Advice
Always happy with the advice given and the prompt response to any emails or questions.
Annual review
At my annual review my investments and current situation are checked and we discuss any if changes are needed or not. If amendments need to be made they are done quickly and efficiently in friendly helpful manner.
Michael's attention to detail and product knowledge is excellent
Michael's attention to detail and product knowledge is second to none.
He continuously goes the extra mile and we feel safe and secure bringing our business to IBA every time.
Good Support
We have been a customer for a number of years and have felt well supported.
Great company and service.
We have been with this company for several years and have always found Darren to be most honest and helpful with our needs. Any problem you may have Darren will be straight back to you, customer service with Darren is top rate 5*. We would certainly recommend them.
Very Happy with the service Daren is…
Very Happy with the service Daren is providing us always keeps us up to date with how our pensions are performing,
And what we need to do ,if we need do do anything. 100% Happy with his. Service and would definitely recommend to others.
Five Star Experience
Michael Harnden was my mortgage advisor for purchasing my first home. He was brilliant throughout the whole process, explained everything to me as a first time buyer and was always happy to answer any questions I had. I highly recommend using Michael to anyone who needs support obtaining a mortgage for their home.
Great Customer Service
IBA WM Ltd found a great mortgage product for me. Their customer service was excellent. They responded quickly to any questions I had. I would also recommend to first time buyers who are not familiar with the processes of buying a house/property.
Supportive, trustworthy and professional
I have worked with IBA a few times now and the support and guidance is always high quality and professional. My advisor is always at the end of the phone, providing much needed reassurance through complex situations. I wouldn’t trust anyone else.
The service went way beyond
The service went way beyond my expectations - Richard made the whole mortgage process so easy for me. He was accessible, clear in his information and so very nice. He came highly recommended and I can only highly recommend. Will definitely be using again.
Great personal service.
Great personal service from Michael and always quick to address any questions or concerns that you might have.
Richard is simply amazing at what he…
Richard is simply amazing at what he does. A great help and always gets me the best deal on my mortgage. I’ve referred him to friends who have also been super impressed.
Excellent ,professional service
We used Rochelle who was extremely polite and professional. She was there every step of getting our mortgage .
I highly recommend her
First time
This is our first time doing this and was very nervous on what we needed to do but Michael and Lewis were very helpful and explained everything to us for us to understand and be worry free.
Michael came out to our home for a more face to face appointment which made everything even more relaxing
The company as a whole are very professional and seem to be here for the people and will always be on hand to help with any enquiries
Absolutely brilliant from start to…
Absolutely brilliant from start to finish. Michael Harden was very responsive and supportive. I struggled to find someone who was ok to take me forward with a mortgage due to my agency status but he worked with my partner and I closely to resolve the issue. He made sure we were informed at every step and spoke to us at length about every part of the process to make sure we were fully informed. Could not recommend more.
Richard was amazing
Richard was amazing - explained everything in detail as we are first time buyers. Found us a cheaper mortgage rate when the interest rate dropped without hesitation. Would highly recommend using Richard! Thank you so much!!
Michael was so knowledgeable and…
Michael was so knowledgeable and nothing was too much trouble. Michael went above and beyond, helped us every step of the way. I would highly recommend to anyone wanting to re mortgage or apply for mortgage. Excellent service all the way. Many thanks Rachael
I would highly reccomend IBS Wealth Management
I would highly reccomend IBS Wealth Management. I have used this company for over 20 years, and the service they provide is second to none. Richard goes out of his way to ensure he provides the best product available to meet your personal needs. He doesn't use Jargon and keeps you up to date on every process. I have and will always recommend this company to family and friends.
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