IBA Wealth Management Ltd Opiniones 

267
•
TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Claire was so unbelievably helpful. The whole mortgage thing is honestly like a dark art to me. But Claire was so helpful and explained everything for us. We will definitely be going back to Claire at... Ver más

Valorada con 5 estrellas sobre 5

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 más

Valorada con 5 estrellas sobre 5

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 más

Valorada con 5 estrellas sobre 5

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 más

Información sobre la empresa

  1. Asesor financiero

Escrito por la 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


Información de contacto

4,9

Excelente

TrustScore: 5 sobre 5

267 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,9

Todas las opiniones

(267)

13 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Claire was so unbelievably helpful

Claire was so unbelievably helpful. The whole mortgage thing is honestly like a dark art to me. But Claire was so helpful and explained everything for us. We will definitely be going back to Claire at our next remortgage!

26 de febrero de 2026
Opinión espontánea
Valorada con 4 estrellas sobre 5

Annual review

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 helpful manner.

27 de enero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great company and service.

We have been with this company for several years and have always found Darren to be most honest and helpful with our needs. Any problem you may have Darren will be straight back to you, customer service with Darren is top rate 5*. We would certainly recommend them.

8 de abril de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Very Happy with the service Daren is…

Very Happy with the service Daren is providing us always keeps us up to date with how our pensions are performing,
And what we need to do ,if we need do do anything. 100% Happy with his. Service and would definitely recommend to others.

8 de abril de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Five Star Experience

Michael Harnden was my mortgage advisor for purchasing my first home. He was brilliant throughout the whole process, explained everything to me as a first time buyer and was always happy to answer any questions I had. I highly recommend using Michael to anyone who needs support obtaining a mortgage for their home.

30 de diciembre de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great Customer Service

IBA WM Ltd found a great mortgage product for me. Their customer service was excellent. They responded quickly to any questions I had. I would also recommend to first time buyers who are not familiar with the processes of buying a house/property.

9 de octubre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Supportive, trustworthy and professional

I have worked with IBA a few times now and the support and guidance is always high quality and professional. My advisor is always at the end of the phone, providing much needed reassurance through complex situations. I wouldn’t trust anyone else.

1 de octubre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

The service went way beyond

The service went way beyond my expectations - Richard made the whole mortgage process so easy for me. He was accessible, clear in his information and so very nice. He came highly recommended and I can only highly recommend. Will definitely be using again.

23 de septiembre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

First time

This is our first time doing this and was very nervous on what we needed to do but Michael and Lewis were very helpful and explained everything to us for us to understand and be worry free.
Michael came out to our home for a more face to face appointment which made everything even more relaxing

The company as a whole are very professional and seem to be here for the people and will always be on hand to help with any enquiries

27 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Absolutely brilliant from start to…

Absolutely brilliant from start to finish. Michael Harden was very responsive and supportive. I struggled to find someone who was ok to take me forward with a mortgage due to my agency status but he worked with my partner and I closely to resolve the issue. He made sure we were informed at every step and spoke to us at length about every part of the process to make sure we were fully informed. Could not recommend more.

29 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Richard was amazing

Richard was amazing - explained everything in detail as we are first time buyers. Found us a cheaper mortgage rate when the interest rate dropped without hesitation. Would highly recommend using Richard! Thank you so much!!

9 de junio de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Michael was so knowledgeable and…

Michael was so knowledgeable and nothing was too much trouble. Michael went above and beyond, helped us every step of the way. I would highly recommend to anyone wanting to re mortgage or apply for mortgage. Excellent service all the way. Many thanks Rachael

4 de febrero de 2025
Opinión espontánea

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