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

I would highly reccomend IBS Wealth Management

I would highly reccomend IBS Wealth Management. I have used this company for over 20 years, and the service they provide is second to none. Richard goes out of his way to ensure he provides the best product available to meet your personal needs. He doesn't use Jargon and keeps you up to date on every process. I have and will always recommend this company to family and friends.

9 de agosto de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great experience

Absolutely fantastic service from Mike Harnden. More than one mortgage application now. Extremely knowledgeable, proactive and quick in the mortgage process. I would definitely use IBA Wealth Management again and recommend their services to other people.

6 de septiembre de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Unreserved Recommendation

IBA Wealth Management and the staff at Key Mortgage Solutions were fantastic. Have absolute trust that they maintain the clients best interests at all times and will certainly be using them again in the future.

1 de septiembre de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent professional service

We were very satisfied and thankful to Richard at IBA for finding and securing our mortgage as first time buyers.
In what proved to be a difficult time pre-general election and with some past financial difficulties against us. Richard was clear, honest and professional throughout. Offering reassurance when the questions got difficult trying to prove income and expenditure. Not made easier by one of us being newly self employed.
We would and have already recommended Richard and IBA.

10 de septiembre de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Michael is a diamond

Michael is a diamond!
He will quickly and effectively sort your mortgage out. He answered all my queries and helped me understand my options.
Moving house is one of the most stressful times of your life but Michael put me at ease throughout the whole process.
I would 100% recommend Michael to anyone.
Thank you again !

1 de agosto de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Mortgage…

We have just taken out our 4th Mortgage with Richard and as always the process is faultless and streamlined. Our first ever conversation with a major Mortgage company left us clueless and no idea what to do next and we was recommend to Richard by family and friends and it is the best recommendation we have received and never even thought about going else where.

10 de julio de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Callum has been most helpful during our…

Callum has been most helpful during our quest for a mortage. He was always widely available when we had so many questions that needed answering or information that we needed deciphering. He is also a warm and friendly, approachable kind of guy which in my opinion goes a long way. I would highly recommend using his services to anyone who wants the job done correctly and accurately.

28 de mayo de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

If there’s anyone to use, it’s Michael!

Michael is the man, the myth, the legend.
My parents recently used Michael to withdraw equity release and had nothing but good things to say about him. We then decided to use Michael to be our mortgage broker.
Michael was attentive, kind and funny! He listened to every detail we gave him, and came back with requirements to suit our needs. He was supportive throughout the entire process and nothing was too much for him to deal with, no matter the time of day. He was quick, reliable and fast at relaying important information. Michael made sure, as first time buyers, that we were given all the information needed to complete our purchase quickly and carefully. I wouldn’t choose anyone other than Michael to deal with our mortgage in the future. He really is the dogs!

22 de abril de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Outstanding service

Michael was amazing from the start of my financial advice to talking me through legal parts that I struggled to understand. He was kind and considerate and patient & his mortgage & health insurance advice was spot on! Can’t recommend enough!

21 de marzo de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

I realised my buy to let mortgage was…

I realised my buy to let mortgage was due for remortgage and due to double In price,in a few days! I called and spoke with Lewis, he was fantastic, took all information needed and found me a great mortgage, and organised it all in just a few days ! Very professional, approachable, and very patient!!
Would HIGHLY recommend!!!!!
And just want to say thanks so much again

12 de abril de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Richard helped me secure a fantastic…

Richard helped me secure a fantastic mortgage deal back in 2022. His knowledge in mortgages and personal insurance is second to none.

I was really impressed with how he explained all of the deals available to me.

I would recommend Richard to anyone that is looking for an independent mortgage advisor who is highly knowledgeable in the field and honest snd reliable.

20 de abril de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Mortgage advice

Micheal was easy to talk to about my mortgage renewal, he explained everything that was going on and the best thing to with the current situation, all my options and what would work best for me. I would just like to take this opportunity to thank Michael for everything he has done and making everything easy to understand, and wouldn't hesitate to recommend him to anyone needing help with mortgage advice.

5 de febrero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Simply the best mortgage advisor

Michael is a true professional and someone who puts the customers needs first, he understands what you want and advises accordingly. He is such a trustworthy person and we would never go elsewhere. I can highly recommend Michael.

31 de enero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

First time buyers

Was a great experience working with sam, always kept us informed with new mortgage offers, even pushing a last minute mortgage deal through.
We are two first time buyers and sam made it a dream didn't have to worry about a thing.

1 de marzo de 2024
Opinión espontánea

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