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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Cracking work
We contacted Callum Doggert to sort our first mortgage out. What a professional job he did with our tricky case
Helpful and patient!
Callum has been really helpful with our house sale/purchase. He has given advice when needed and dealt with some very, let’s just say- ‘useless’ estate agents. We will definitely be using his services again in the future. Couldn’t recommend him enough.
Mortgage renewal
Mortgage renewal - Very proactive (pulled things forward to beat the interest rate hike), simple and quick
Highly recommend
We were recommended by a friend to use IBA Wealth Management. We couldn’t have asked for better customer service from Michael. Honestly Michael is absolutely brilliant at what he does and he made everything so easy for us. He was so accommodating and answered all of our questions at all hours of the day. We will be happy to recommend Michael to our friends and family.
Wouldn’t use anybody else
Claire has been a god send throughout this whole process.
She has been honest from the beginning and nothing has been too much trouble.
2nd time we have used Claire and wouldn’t go anywhere else now.
Sam was clearly knowledgeable in her…
Sam was clearly knowledgeable in her field, she kept us informed if the details needed for us to make informed decisions and we appreciated that she visited us to go through things in person. We believe she worked hard to find us what was going to meet our needs in the market. She has ensured she has checked in to maintain the progress of the process.
Wonderful and efficient service!
Richard has been fantastic, we have used him for all our mortgage needs from being a first time buyer to now. Richard listens to our needs and finds us the best deals, he is always there either by phone or email. We completely trust him and appreciate all the advice he provides. Thank you!
10/10 would reccomend Richard
10/10 would reccomend Richard to everyone! I'm a first time buyer and he helped me out with questions and my options, getting a solicitors just an all round amazing person and a brilliant Mortgage advisor.
Absolutely fantastic service sam knows…
Absolutely fantastic service sam knows her job and she has kept me informed on everything from start to finish she made the impossible possible and gives you excellent advice,I can't stress how highly I recommend iba wealth management she arranged a remortgage and mortgage for me and the whole process Was swift and smooth
We used Callum Doggett for our mortgage…
We used Callum Doggett for our mortgage application and completion as well as life insurance and every single step went incredibly smoothly. He explained everything thoroughly and made sure we both understood exactly what we we’re doing and what the next steps were. Highly recommended to friends and family already with family now using Callum as well and they’ve having a fantastic service also. Recommend to anyone who wants a stress free experience
Michael harnden
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 all hours of the day which made lif so much easier for me and my partner, as we both work long and different hours.
He talked us through every aspect of the mortgage ensuring we had the right deal that best suited our needs. Fantastic bloke. Thanks again mate
Fantastic service from the start
Fantastic service from the start, very helpful advice and always available to answer any questions. Could not recommend enough!
Absolutely amazing stress free…
Absolutely amazing stress free experience, Richard Faulkner really knows his stuff puts you at ease and answers all questions even the silly ones, really good at getting completion done as he does all the chasing for you. We are honestly over the moon with the whole experience and the great deal! Thank you Richard! Your the best!
I cannot really put into words the…
I cannot really put into words the fantastic service from Callum our broker. Nothing has been too much effort, caring and responsive. The best you could ask for as a real human service. Thank you
Always an excellent service from…
Always an excellent service from Michael.
Michael harnden at IBA Wealth…
Michael harnden at IBA Wealth management Ltd was the best mortgage advisor me and my wife could have asked for, as it was our first time buying we didn't really know what was happening, but Michael was there any time we needed him answering our questions, and keeping us up to date every step of the way.
Will 100% continue to use Michael harnden and highly recommend him to anyone looking for a mortgage advisor.
Clear, helpful pension advice from James.
I've been putting off sorting out my pension for far too long. James made the whole experience a breeze. Clearly explained all my options, answered all my questions and has been exceptionally attentive at responding to all subsequent questions and requests. Will be happily recommending to everyone going forward.
Very helpful company.
They are lovely group and have really helped us as 1st time buyers and have gone above and beyond to help us on our way. Nothing was to much for Sam she was with us evey step of the way and we are nearly new home owners. That is all thanks to her help and would definitely recommend them to friends and family.
Amazing service from Richard Faulkner on…
We have used Richard Faulkner on several occasions now and he has been amazing every time. Gives great advise and takes all the page out of remortgaging. We will never go back to remortgaging directly with lenders again
Brilliant service would highly recommend
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