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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Super helpful mortgage and life insurance advice
Michael gave us sound, honest and much needed advice at what is quite an uncertain time for anyone to buy.
He helped us with planning steps so that we could get to a point that we could get a mortgage and importantly found a mortgage that is affordable for us.
Michael also gave great advice about life insurance when we really had no clue. A genuine and friendly guy who we trust and will continue to go to for advice if/ when our circumstances change. But for now we are happily in our new home- Thank you!
Darren has been helpful advising on…
Darren has been helpful advising on investments and reviewing various pensions. He is easy to talk to and uses straight forward and understandable terminology.
Excellent company and advisor!
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 fountain of knowledge and support with how to get it rectified so we could proceed with our mortgage application. As first time buyers we really were clueless and we struck gold having Michael as our advisor and he also sorted our life insurance without fuss or bother. Can't recommend highly enough and thank you!
Unbelievably easy
Michael took care of absolutely anything that we spoke to him about. We never felt rushed and the whole process with him has been so unbelievably easy. We would recommend Michael over and over again.
Very professional and experienced.
5 stars to Michael!
Michael has been helping us with the mortgage for our first house we have just bought. Honestly we can not recommend him enough! Always there to help answer any questions and everything was made so easy and stress free for us. Michael explained everything so well and we knew we were in good hands. We would never go to anyone else now. Thank you so much Michael! From Harvey and Courtney.
First time buyer and couldn’t recommend more.
As a first time buyer, the process of getting a mortgage was not easy especially when the rates and offers were changing daily. I originally went directly to a bank but i felt I wasn’t getting the best advice.
After an initial meeting with Callum from IBA, he explained all the deals available, helped me understand the different types of deals, what I was eligible for and essentially the best deal for my situation.
The most valuable help was understanding the whole process and also the full term cost. The banks only showed the initial rate and didn’t provide fees and other costs. Callum was able to show me all the costs up front and allowed me to make the most informed decision.
The entire application from selecting the deal, to identifying a law firm, were all explained and carried out by Callum.
The service didn’t stop after the application, I was given advice throughout the whole process.
I now couldn’t recommend the service more and will definitely be using it when remortgaging in the future.
Very pleased with the service provided…
Very pleased with the service provided by Michael, fast and efficient as always. Michael is always there to help whenever you have a question and gets the job done as quickly as possible.
Callum guided me perfectly to my first mortgage 10/10..
Callum has guided me through to my first mortgage, with great patience and guidance. He has impressed both myself and my father with his knowledge of, and access to, the market. Callum evidently works tirelessly to provide the best service possible for his clients.
Myself and my fiancé couldn’t Rate IBA…
Myself and my fiancé couldn’t Rate IBA wealth management enough!, we first had our meeting in April with Callum Doggett. Callum is just simply amazing, we have had numerous meetings at home with him. Callum always comes with a smile on his face and is always so friendly. Callum always makes us feel comfortable and makes sure that we are happy with all of the information being given to us. Callum has always kept in touch during the process and any questions we may have he always answers very quickly, if we are ever in any doubt he is always there to reassure us. We thank you for everything, we will definitely be recommending you to our Friends and family.
Helpful and good advice
Callum explained everything well and gave us lots of options, if we had any questions he was happy to answer and got back to us quickly. Great service
Callum was extremely helpful and did…
Callum was extremely helpful and did everything he could to secure the best deal for us. He explained things thoroughly and remained in contact throughout the process. Really grateful and pleased with the service provided!
The consultation was great and clear
The consultation was great and clear. All contents were easy to understand. Very good.
Business-like and hassle free
Great to work through a reasonably complex residential mortgage with Michael. He explained the process in detail and kept us informed at all times - contacting us beyond normal working hours when required. I would highly recommend working with him on all financial matters where you may require detailed advice.
Richard is a great guy
Richard is a great guy - very professional, knowledgeable, polite and supportive
Helpful
I have seen a Callum on a couple of occasions. He has always been so helpful and informative. Would recommend to anybody and use again in the future.
Great broker - highly recommend!
Richard is fantastic! Nothing is too much trouble for him. Even when we hit bumps in the road he kept trying until he found us a mortgage.
Would highly recommend to anyone after a decent broker!
Richard has been amazing throughout my…
Richard has been amazing throughout my mortgage application
His communication skills are second to none
10/10
Had an excellent correspondence &…
Had an excellent correspondence & service from Mr Richard Faulkner. He is extremely patient and always ready to answer any queries with complete honesty. I have recommended him to one of my friends who has had the same impression.
Would highly recommend.
Fantastic service and support…
Fantastic service and support throughout. Thank you Richard 😊
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