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

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.

15. juli 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

14. juni 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

11. juni 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

28. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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!

27. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

15. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

13. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

11. maj 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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

23. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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!

7. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

5. april 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

21. marts 2022
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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.

14. marts 2022
Uopfordret anmeldelse

Dette er Trustpilot

Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.

Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".

Læs mere om andre typer anmeldelser.

Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.

Læs om anmeldelsesprocessen på Trustpilot.

Hér finder du 8 tips til at skrive anmeldelser.

Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.

Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.

Læs mere