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

For us Richard has been absolutely…

For us Richard has been absolutely amazing. He is so proactive calm and explains everything leading to the best outcome. He works very hard and has been a great support in all our financial matters. We have already recommended him to atleast 3 others in our circle. So highly recommended.

16. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Impactful Individual...

After years of exploring and many rejections, I was referred to Mrs. Parul Bhatt for mortgage advise. With mounting anxiety and yearning, I interacted with her and explained my situation. She patiently listened to me and understood my situation. To my surprise, she sent me mortgage in principle on the same day which was a pleasant surprise.

From the start until this date, I haven't experienced any disappointments or delays. She was a true professional and has a thorough understanding of what is required to materialize client's request. I was impressed with her knowledge and eye for details.

Furthermore she goes an extra mile to rope you in with the right professionals for subsequent procedures.

In summary, you are in good hands and an impeccable person for your dream to come true.

6. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Callum has been very helpful throughout…

Callum has been very helpful throughout the whole progress of getting our mortgage.
He always seems to go out of his way to ensure we can receive the best deal possible and is always at hand should we have any questions

5. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

I’ve read the hints on how to write…

I’ve read the hints on how to write this, but I have to mention Theo’s by name. He was extremely professional from the start, open, truthful and approachable. He said ring any time and that was the truth I had many conversations with him, and he always did what he said he was ging to do and if he made an appointment, he kept it.
I would have no hesitation in recommending him to anyone who required financial advice.
He supports the Posh but we all have a cross to bear.

4. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Wow. Highly recommend

Wow. Where do I start? We would 100% highly recommend Callum. The guidance and knowledge from Callum was unbeatable. We were always kept in the loop with everything and not to mention has saved us a fortune!!
Thank you very much for everything.

4. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Highly recommended on all aspects

From our first engagement meeting with our advisor Callum, he explained the process fully and clearly, answering all of our questions so we understood. Any calls or texts with queries were answered ASAP. We felt completely comfortable with the entire process thanks to Callum and would highly recommend.

3. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Michael Harnden was mega

From start to finish Michael was really helpful I asked him 1000 and 1 questions and he always answered and was always happy to help, I was very in educated and he broke everything down for me and made it as simple as possible. 100% would recommend to anyone!

3. november 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Excellent

Sam has been really helpful guiding me through my buying my first house. She has been great, explaining everything on the way, and quickly responding to any queries I have had.

22. oktober 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Had great experience

Had great experience. My Mortgage adviser was ''Parul Bhatt''. From day 1 to underwriter's approval, i receive all the help & support from Parul.
definitely recommend Parul Bhatt. :)

14. oktober 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Claire was so helpful

Claire was so helpful, efficient and informative. She made our mortgage search easy and explained our options thoroughly. Would recommend to all our friends and family.

8. oktober 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Great service from Parul

Parul was very helpful throughout my mortgage application process and remortgage, she promptly answered all my questions and gave me all the information I required without any delays. Great customer service!

6. oktober 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Nothing but a positive experience

Nothing but a positive experience, Richard has been absolutly amazing. He has kept us upto date throughout the whole process and been able to answer any questions we have.
Would highly recommend IBA especially Richard!

6. oktober 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

We wanted to invest my Isa with IBA…

We wanted to invest my Isa with IBA Wealth Management and my agent came over to change what we had with Standard Life to Quilter. Very friendly and helpful agent. The only issue I feel is that it has taken
nearly two months to transfer my ISA to invest with Quilter so far and feel it would have been quicker to close the account and send a cheque!!!

21. september 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Our experience with Theo is positive

Our experience with Theo is positive. He offers us advice always based on our circumstances. We have found him to be thorough and professional. His extensive knowledge and experience is reassuring to us, and has proved beneficial financially. His friendly nature ensures his visits are pleasant experiences. We also appreciate his quick responses to any concerns.
Sue and Jim Betts

19. august 2021
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Excellent service in all ways

Excellent service from a knowledgeable advisor. As always Ken is helpful and makes a real effort to make sure we understand all advice given. We are very pleased with the results of these discussions.

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

Excellent!

Richard has been nothing other other than excellent, from the deal he got us for our mortgage to the quality of service he and the team have provided, I cannot recommend them any higher!

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

Fantastic service

Fantastic service, just remortgage through IBA after our mortgage term was coming to an end, great service made the transition onto a new deal easy and stress free.

18. august 2021
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".

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

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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.

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