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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Outstanding service, thank you!!
Michael has been an absolute diamond, we would not be where we are without his help and support. We cannot thank you enough for your expertise and patience!! You are skilled at what you do and alleviate a lot of worry at a ridiculously stressful time! Thank you so much, you’re stuck with us now x
Highly Recommend
Extremely professional from start to finish. Answered all of our questions very honestly and in a way that we could understand. We have used Callum several times now and would highly recommend him.
Thank you Michael!
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 has been beyond helpful, answering questions whenever asked and fitted around our own work schedules amazingly. We will definitely continue to use him in the future. Highly recommend to anyone buying a property!
Excellent impartial advice as ever from…
Excellent impartial advice as ever from this company and their fantastic financial advisors. Took out all of the hardwork of my remortgage and where able to find me an excellent mortgage product even in these tough Financial Times
Richard was great for a mortgage advisor.
Richard was fantastic, found best mortgage for us, answered all questions we had very quickly in a lot of detail cant recommend Richard enough.
True professional in his field
Michael is a great and caring individual 100% professional and authentic in the delivery of his services. The legal side of my re mortgage took months but he supported and chased at every request and always reassured me when possible. Would recommend to everyone.
My husband’s has a private pension SIPP…
My husband’s has a private pension SIPP with Standard Life managed by an advisor at IBA Wealth Management..
Last year the adviser was off long term and so it was difficult to have the annual check up and advise.
We have just found out that he has now left IBA WM. Neither the adviser or IBA informed us after being a client for many years. We are shocked at the poor service and care for a client and their pension which is crucial for our retirement.
Both parties have blamed the other for the lack of information and communication
It now appears that this was the adviser’s responsibility which did not happen

Resposta da IBA Wealth Management Ltd
We were recommended Michael from a friend…
We were recommended Michael from a friend and are so grateful we were. He helped us from the get go and had so much knowledge about all stages of our mortgage / house buying experience. We were so lucky to have his reassurance and advice to hand day or night, he even helped us whilst on his honeymoon! We could not recommend Michael enough and have told all of our friends and family about him. If it wasn’t for him we wouldn’t have our bungalow right now. ❤️
I have used Michael for everything…
I have used Michael for everything morgage related, my first two morgage applications, my renewal. I recommend to everyone who asks me and they all say he's a great help and a great guy. Will never use anyone else going forward always a pleasure and a first class service
Amazing
What’s normally a stressful time was made super easy by these guys. They went above and beyond, always checked in and were super easy to get on with. Would 100% recommend!
Personal, Open and Informative
My previous experience of other mortgage facilitators had been very impersonal and this was completely in contrast. It was very informative, open and gave us an opportunity to see impacts of decisions in real-time.
Already couple times had to deal about…
Already couple times had to deal about house mortgage and remortgage with this company and personally Micheal I would say he is best in the area, prices affordable for everyone plus life incurance and house, to protect yourself and your family in the future recommended for everyone easy to communicate explaining everything very clearly just amazing.
FOR A STRESSFREE LIFE
From start to finish Michael was excellent we didn't have to go anywhere everything was sorted in the comfort of our home he helped us through the whole procedure either by email or at the end of the phone I recommend IBA completely for a stress-free transaction
Michael was great
Michael was great! He supported us selling 2 houses to buy one between lockdowns! He made the whole process easier. He was knowledgeable and helped us all the way. Would recommend.
First time buyer
Michael is absolutely amazing at what he does, you can tell he truly cares about his clients and wants the best for them. Michael helped me to get onto the property ladder and supported me in so much more of that process than just simply securing a mortgage. I have the utmost confidence and trust when I speak to Michael and he explains his advice in such an easy to understand manner, never with any pressure. I would wholeheartedly recommend Michael.
A shout-out for Claire Wheeler
A shout-out for Claire Wheeler - she has provided the best customer experience I have ever had. Buying a house is the most expensive thing most people will do and everyone's circumstances are different. Claire's experience in banking, estate agency, and mortgage advice makes this journey so easy and worry-free. She understood my situation and tailor-made her advice and services, resulting in me being able to plan significant life choices as she was always there to answer all my silly questions as a first-time buyer. I have found that mortgage advice cannot just end at finding the best rates; Claire has gone above and beyond to help me plan my employment goals and life ambitions, and this is something that you simply cannot achieve by looking online or asking a friend or family - you need a mortgage advisor who is willing to invest their time and have the professional knowledge to back it up. Absolute golden experience, thank you Claire!
Callum went through all our options and…
Callum went through all our options and was happy to answer any questions or concerns! Everything was completed in the time frame Callum spoke about !
We would highly recommend Callum to any friends or family!
Michael has been looking after us since…
Michael has been looking after us since we first moved to Lowestoft from bury st edmunds four years ago. He is so so helpful and brilliant and explaining all our options. Would not have anyone else!
Highly recommend
I cannot give Michael enough credit for the level of service he has provided for us whilst sorting out our mortgage and life insurance. Always happy to answer questions and is very clear with what needs to be done. Couldn’t have asked for a better mortgage advisor. Have recommended him to family who were extremely happy with his services to.
Amazing from start to finish
Callum is absolutely fantastic at what he does, I couldn't be happier and more impressed with the services he has provided me. He has clearly explained everything and taken time to ensure I am comfortable with the process. He has made purchasing my first home very straight forward and stress free. I will be recommending him to all family and friends and will be sure to use him again in the future. Thank you for everything!!
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