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
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
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
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
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
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
First Floor, 8 Campbell's Business Park, Campbell's Meadow, PE30 4YR, King's Lynn, Storbritannien
- 01553 770111
- post@ibawm.co.uk
- ibawealthmanagement.co.uk
4,8
Fremragende
266 anmeldelser
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.
Excellent service
Recently fixed my mortgage. Process was really straightforward and Richard was really efficient in progressing things and updating me with progress.
26. januar 2024
Uopfordret anmeldelse
Excellent service - honest service
We have worked with this company for over 8 years and have always received exceptional service and recommendations which suit our needs. Our consultant has always been easy to reach and delivered what he promised.
1. februar 2024
Uopfordret anmeldelse
Michael at IBA Wealth Management
I used Michael Harnden from IBA wealth management to purchase my first home. I honestly could never have done it without him, starting the process I had no idea what it would involve or what to expect, but Michael took the time to explain everything. It took me 3 years to finally find the right house for my and Michael was there whenever I needed him, with more patience then you could imagine. He was always friendly, professional and knowledgeable. I really could never have got this far without him and I would highly recommend him! Thank you Michael!
1. februar 2024
Uopfordret anmeldelse
Absolute standup guy!
Absolute standup guy! Michael was so helpful in working with me to buy my first home. He was even able to work with me to find the best rate, with my special circumstances. Very professional, extremely responsive and a wealth of knowledge. 100% would recommend him to anyone, and will be choosing him for any future home purchases.
31. oktober 2023
Uopfordret anmeldelse
Super helpful!
Callum has been super helpful. As a first-time buyer the process can be overwhelming but Callum has been great and answered any questions throughout the whole process. Would definetely recommend!
8. januar 2024
Uopfordret anmeldelse
Samantha was great from start to…
Samantha was great from start to finish, she checked in with me throughout the purchase and offered help where needed. Would definitely recommend, thank you.
16. november 2023
Uopfordret anmeldelse
Callum is very knowledgeable and…
Callum is very knowledgeable and extremely helpful in securing the best mortgage deal for us
9. oktober 2023
Uopfordret anmeldelse
Trust IBA Wealth Management Ltd
I received an exceptional service from IBA Wealth Management Ltd.
Being a first time buyer can be daunting. Lewis, Michael and Parul were so helpful and walked me through the process.
I felt really looked after.
The team communicated with me regularly, every member being so knowledgeable and approachable.
I will be recommending IBA Wealth Management Ltd to friends and family and would not hesitate to use them again in future. Thank you team for your time, effort and commitment to me. I am so grateful. I now have my first new home thanks to you 👏
21. oktober 2023
Uopfordret anmeldelse
Richard is the number one financial…
Richard is the number one financial advisor. He is very efficient and always goes that extra mile making sure his clients get the best services.
21. august 2023
Uopfordret anmeldelse
Knowledgable, professional and efficient service
Our mortgage advisor (Callum) was very knowledgable and professional in all of our dealings, and provided excellent impartial advice. The application was handled efficiently and informed us of all updates every step of the way. We’re really pleased with the service we received, and are happy with all of the outcomes.
1. oktober 2023
Uopfordret anmeldelse
Callum has been extremely helpful
Callum has been extremely helpful, he has helped answer all of my questions and provided a lot of useful information he had taken the time to explain and queries or concerns I have so that I understand. Very happy
10. oktober 2023
Uopfordret anmeldelse
Highly recommended
Lewis and Jacob have been fantastic with their advice and options for a mortgage due to moving back from overseas. Their communication has been fantastic and have been happy to explain or answer any questions I have at any time.
27. september 2023
Uopfordret anmeldelse
Richard has been fantastic
Richard has been fantastic. He is friendly, knowledgeable and made the whole experience stress free. I would highly recommend him to any friends and family-in fact I already have!
3. oktober 2023
Uopfordret anmeldelse
The team was professional, efficient, and exceeded my expectations. I highly recommend them!
After 10 years of working with. IBA Wealth Management Limited I can truly say the service as been second to none, they Always do more than expected. Going to that exta length in making you feel assured and fully understan your options.giving you all the information needed to make the best decesion for your self
1. august 2023
Uopfordret anmeldelse
Excellent company
Excellent company to deal with, the staff were really friendly and very helpful.
I personally dealt with Darren Cubitt managing director, a very friendly and easy going person. The advice he gave to me was clear and concise and left me in no doubt at all.
I would highly recommend this company to my friends.
25. maj 2023
Uopfordret anmeldelse
Excellent customer service and advice…
Excellent customer service and advice would highly recommend
1. juli 2023
Uopfordret anmeldelse
Richard was brilliant throughout
Richard was brilliant throughout. Cannot recommend highly enough
11. juli 2023
Uopfordret anmeldelse
Smooth & Efficient
The whole process was smooth, efficent with clear guidance and information from Richard. I would strongly recommend using IBA and will certainly use them again in the future. Thanks for the great service.
21. juni 2023
Uopfordret anmeldelse
Id would fully recommend financing…
Id would fully recommend financing advisor Richard Faulkner from first phone call to our last phone call he was so good on all things I needed to know Much appreciated baz
6. januar 2023
Uopfordret anmeldelse
Couldn’t prize Michael enough he’s…
Couldn’t praise Michael enough, he’s always there to help when needed. Very efficient very quick very reliable.
17. juni 2023
Uopfordret anmeldelse
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