IBA Wealth Management Ltd Avaliações 

266
O TrustScore é 5 de um total de 5

4,8

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Veja o que dizem as avaliações

Avaliado com 4 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

  1. Consultor Financeiro

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

4,8

Excelente

O TrustScore é 5 de um total de 5

266 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

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Como esta empresa usa o Trustpilot

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4,8

Todas as avaliações

(266)

18 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Michael was recommended to me and upon…

Michael was recommended to me and upon making contact immediately understood what I was trying to achieve. Options have been presented in a professional and courteous manner one of which we progressed together. Always listens and happy to take a call or enter into correspondence and offer advice when required. We have been very happy so far and this could well be a long lasting relationship.

4 de agosto de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Outstanding!!! 5*

Well, what can I say. I was recommended IBA Wealth Management, in particular Richard Faulkner, by family members that have used their/his services themselves and I have to say he has been fantastic to work with in relation to my mortgage application. I can not stress enough how great he’s been, and the amount of time and stress he has saved us applying to different banks etc. I would highly, highly recommend them in the future to anyone I know who’s looking to move home in the future! Cheers to Richard and everyone at IBA Wealth management!

4 de agosto de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I used these guys to help sort my…

I used these guys to help sort my mortgage as first time buyer.
Micheal was very helpful and took plenty of time to explain everything clearly, while also adding a lot of context to the various steps involved.
My broker was very available to answer questions and take phone-calls.
There was a great turnaround time in response to messages and emails.
Overall I am very happy with the service I received.
I will likely use these guys again in the future.

20 de julho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Totally professional and friendly…

Totally professional and friendly service. Michael Harnden whom I have had dealt with has consistently gone above and beyond the call of duty. Never failed to explain everything and act on my behalf promptly and efficiently.
Thank you for everything you have done.
I can highly recommend.

20 de julho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

A better mortgage than the competition, with helpful, personalised service

I engaged an IBA adviser because, as a first time buyer earning foreign income, I required a more specialized service than most mortgage advisers could provide.
Taking into account my circumstances, IBA were able to get me a mortgage that none of their competitiors could match. My adviser at IBA, Richard Faulkner, gave me a great deal of advice and guidance on my first-time house purchase, helping me navigate how a mortgage works, the timelines involved, the costs and payment levels to expect, and even advice on how to deal with some of the shadier business practices of estate agents. Any questions and queries were answered immediately, and all of this came at a lower cost than any of the internal mortgage advisors suggested to me by the estate agents. Highly recommended.

7 de julho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Thank you for the stress free help

My sister actually recommended Richard to me, as she had gone through the first time buying process 4 years ago with him, and he left a great impression.

I rang him, feeling nervous about what mine and my partners options were, and I really shouldn’t have! He is absolutely brilliant at giving clear and direct information about the process, about how to help and more importantly, explaining all of our options to us. Me and my partner at that point (March 2021) hadn’t found a property.

Fast forward to 7th June this year, we were accepted by the seller on a beautiful house! First thing I did was ring Richard, and he went through the new options, and helped me and my partner pick the right mortgage for us. He talked through our next steps, what documents we need. As first timers, we didn’t know what solicitor / conveyancer to use, so asked Richard if there was anyone he knew (otherwise it would have been a google search and hope for the best) and he gave some names of people who he has worked with previously.
Fast forward to today: thanks to his help and expertise, he has helped us secure a mortgage (the one we wanted) with Nationwide (this was accepted on the 24th June), and now we are just waiting on the solicitors to give us the completion and exchanges.
Thank you Richard for your help, you made a process that could/should have been stressful really easy, and keeping us informed at every step of the way. I honestly recommend his services!

6 de julho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Richard is absolutely brilliant

Richard is absolutely brilliant, worked quickly and efficiently to get me my mortgage. Even though we were in a pandemic he still managed to get it gone very quickly and also easily. He did a lot of the leg work for me can’t thank him enough.

1 de julho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

First time buyers

As first time buyers the whole experience is quite daunting but Michael has been amazing! He’s so clear and concise in his advice, it makes everything so much easier to understand! He’s responsive and never fails to answer any of our queries swiftly! Couldn’t of done it without him!!

30 de junho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Absolutely fantastic thanks to Callum!

We had an absolutely fantastic experience using IBA Wealth Management. Callum truly went above and beyond to help us with both our mortgage and life insurance. He was so understanding, professional and reliable. He responded quickly to every enquiry and really made us feel at ease. We would highly recommend them after our fantastic experience!

29 de junho de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

We as a couple can’t thank Callum IBA enough.

We as a couple can’t thank Callum enough. He’s been exceptional from start to finish with our mortgage application, help and advice.

Doesn’t matter what the issue is whether is be unsociable hours. Weekends he was there to answer the questions we had.

I would without a doubt refer IBA (Callum Doggett) to anyone who’s looking to buy there first home. Remortgage etc.

14 de junho de 2021
Avaliação não solicitada

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