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

We as a couple can’t thank Callum IBA enough.

We as a couple can’t thank Callum enough. He’s been exceptional from start to finish with our mortgage application, help and advice.

Doesn’t matter what the issue is whether is be unsociable hours. Weekends he was there to answer the questions we had.

I would without a doubt refer IBA (Callum Doggett) to anyone who’s looking to buy there first home. Remortgage etc.

14 de junio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de junio de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Would recommend

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

24 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Sound advice and great service

Ken and Wendy at IBA are always extremely helpful and explain things so that they're easy to follow. I really appreciate the way they help manage my investments. Thank you so much.

23 de abril de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de abril de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de abril de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de abril de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de marzo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 de marzo de 2021
Opinión espontánea

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