IBA Wealth Management Ltd Anmeldelser 

266
TrustScore 5 ud af 5

4,8

Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere

Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere

Se, hvad kunderne siger

Bedømt til 4 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Virksomhedsoplysninger

  1. Økonomisk rådgiver

Skrevet af virksomheden

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


Kontaktoplysninger

4,8

Fremragende

TrustScore 5 ud af 5

266 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen nylige anmeldelsesinvitationer

Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

4,8

Alle anmeldelser

(266)

18 anmeldelser inden for de sidste 12 måneder

Skriv en anmeldelse
Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere

Bedømt til 5 ud af 5 stjerner

I was looking for advise & information…

I was looking for advise & information regarding my pension. Darren talked me through the process in a easy to understand manner answering all my questions & queries in a friendly professional manner finding & setting up the right product to meet my requirements.

7. juni 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

We are really thankful to Callum for…

We are really thankful to Callum for his in depth explanations which led us to purchase the correct policy for our needs. We will have absolutely no hesitation whatsoever going back to Callum for any of our future requirements whether they be insurance based or mortgage based.

Thanks again Callum for all of your help.

27. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Excellent Service!

Our advisor, Callum, was excellent - he took the time to talk us through all of our options at length and made the process very easy and stress free. We have set up a policy that suits us and is well within budget without feeling pressured to spend more. He was very friendly and easily contactable throughout. Highly recommend!

26. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Would recommend

Michael was very approachable. He dealt with any morgage queries we had, professionally and timely. We would definitely recommend.

24. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Highly recommend, could not fault!

We have had the best experience with Dale, we went in knowing absolutely nothing and not really understanding what our options would be to now having our own home!
Dale explained everything along the way and was always quick to respond to any questions or queries we might have had no matter how silly.
I have already recommended Dale to a few friends and family as we could not fault the work he has done for us.

12. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

These guys are excellent

These guys are excellent. kept me updated, put any 'jargon' into real world terms. i will continue to use and will definitely recommend!

12. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Always a pleasant experience

Always a pleasant experience dealing with Claire at IBA Wealth Management. Clear, on-point advice delivered with a friendly and positive attitude. Would never hesitate to recommend her. 100% satisfied!

1. maj 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

ISA Investment

We have just made further investments with IBA which went smoothly and timeously. Darren is always obliging and accommodating where possible, to visit us or to answer any queries we may have.

20. april 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Needed help and financial advice regarding investment of pension policies. pension i…

Needed help sorting out pension policies that I held with Aviva. Theo Bingham contacted me and we arranged to get in touch after March lockdown. Lockdown continued so we contacted via FaceTime. Delighted with the result. His advice and help was invaluable and he made a situation I was not comfortable in (financial decisions) so much better.
He portrayed a friendly but professional attitude on every occasion we contacted and I have been fully satisfied with the outcome of his advice and help in every area covered.

Rob Owen

15. april 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Brilliant service

As a new home owner and new to the process we were referred to Richard by a work colleague who said Richard is good at what he does. This has turned out to be true, very kind, takes time to clarify anything we don’t understand. Available when we need him and make this process stress less. I out 100% recommend him to my friends and family and anyone really.

13. april 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

IBA Wealth Management Ltd have aided me…

IBA Wealth Management Ltd have aided me in securing my first mortgage and it’s safe to say I will be using them again in the future.

Michael has gone above and beyond to find the best mortgage for me and has always been available to answer my questions in a prompt and professional manner, all via socially distanced telephone calls. The advise he has offered me has been invaluable and he has made the entire process completely pain free. I would highly recommend him to my own friends and family.

18. marts 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Micheal Harnden is Top Notch!

Michael Harnden is Top Notch. Reliable and very approachable. He has vast knowledge on multiple products. So punctual and delivers lightning fast service. Nothings too much trouble. I wouldn’t use anyone else!

15. marts 2021
Uopfordret anmeldelse

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