IBA Wealth Management Ltd Bewertungen 

266
TrustScore 5 von 5

4,8

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 4 von 5 Sternen

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... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmensdetails

  1. Finanzberater

Vom Unternehmen geschrieben

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


Kontaktinformationen

4,8

Hervorragend

TrustScore 5 von 5

266 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Keine aktuellen Aufzeichnungen über Bewertungseinladungen

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4,8

Alle Bewertungen

(266)

18 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

Outstanding service, thank you!!

Michael has been an absolute diamond, we would not be where we are without his help and support. We cannot thank you enough for your expertise and patience!! You are skilled at what you do and alleviate a lot of worry at a ridiculously stressful time! Thank you so much, you’re stuck with us now x

31. Mai 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Highly Recommend

Extremely professional from start to finish. Answered all of our questions very honestly and in a way that we could understand. We have used Callum several times now and would highly recommend him.

16. Mai 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Thank you Michael!

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 has been beyond helpful, answering questions whenever asked and fitted around our own work schedules amazingly. We will definitely continue to use him in the future. Highly recommend to anyone buying a property!

17. Mai 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

True professional in his field

Michael is a great and caring individual 100% professional and authentic in the delivery of his services. The legal side of my re mortgage took months but he supported and chased at every request and always reassured me when possible. Would recommend to everyone.

17. August 2022
Bewertung ohne vorherige Einladung
Bewertet mit 2 von 5 Sternen

My husband’s has a private pension SIPP…

My husband’s has a private pension SIPP with Standard Life managed by an advisor at IBA Wealth Management..
Last year the adviser was off long term and so it was difficult to have the annual check up and advise.
We have just found out that he has now left IBA WM. Neither the adviser or IBA informed us after being a client for many years. We are shocked at the poor service and care for a client and their pension which is crucial for our retirement.
Both parties have blamed the other for the lack of information and communication
It now appears that this was the adviser’s responsibility which did not happen

14. April 2023
Bewertung ohne vorherige Einladung
IBA Wealth Management Ltd-Logo

Antwort von IBA Wealth Management Ltd

Hi Stella,
Thank you for your review and for sharing the feedback.
Reviews are very important to us and as you can see, we have 99% 5 Star reviews which we are very proud off.
Therefore, your review is very disappointing and I would like to explain why –
As I said on our phone call, I made to your whist on holiday last week in Egypt I am sorry that your long-term adviser has recently failed to meet expectations.
I would like to repeat what I said on this phone call, unfortunately you do not pay any fees for ongoing service reviews and therefore would not get any annual review meetings.
Despite this, and due to your adviser being off for a long period of time I completed an email review free of charge with you in November 2022, in which your final correspondence stated you was happy “wait until things improve”. (See below)

From: Stella ***** p*****btinternet.com
Sent: 03 November 2022
To: darren@ibawm.co.uk

Subject: Re: Paul ***** - Standard Life valuation
We feel the sensible option now is to wait until things improve as it would be pointless cashing it in atm when it is low. Thanks
Sent from my iPhone

At this review I also explain the situation with your adviser, and unfortunately, he has now left the company and is working elsewhere and my legal contract with him stated that he would be contacting all his clients.
Once again despite this, we have written to all his clients that are on paid ongoing reviews but unfortunately this was not possible for clients not on ongoing service agreements.
Unfortunately, neither me personally or my company IBA WM can be held responsible for an adviser that has left and moved to another company within Financial Services.

Should you require further assistance with your enquiry, please do not hesitate to get in touch with us on 01553 770111, or by sending an email to post@ibawm.co.uk, and we will do our best to help.

Kind Regards,
Darren Cubitt
Managing Director
IBA Wealth Management

Bewertet mit 5 von 5 Sternen

We were recommended Michael from a friend…

We were recommended Michael from a friend and are so grateful we were. He helped us from the get go and had so much knowledge about all stages of our mortgage / house buying experience. We were so lucky to have his reassurance and advice to hand day or night, he even helped us whilst on his honeymoon! We could not recommend Michael enough and have told all of our friends and family about him. If it wasn’t for him we wouldn’t have our bungalow right now. ❤️

18. April 2022
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

I have used Michael for everything…

I have used Michael for everything morgage related, my first two morgage applications, my renewal. I recommend to everyone who asks me and they all say he's a great help and a great guy. Will never use anyone else going forward always a pleasure and a first class service

9. November 2022
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Amazing

What’s normally a stressful time was made super easy by these guys. They went above and beyond, always checked in and were super easy to get on with. Would 100% recommend!

28. Januar 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Personal, Open and Informative

My previous experience of other mortgage facilitators had been very impersonal and this was completely in contrast. It was very informative, open and gave us an opportunity to see impacts of decisions in real-time.

13. März 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Already couple times had to deal about…

Already couple times had to deal about house mortgage and remortgage with this company and personally Micheal I would say he is best in the area, prices affordable for everyone plus life incurance and house, to protect yourself and your family in the future recommended for everyone easy to communicate explaining everything very clearly just amazing.

10. März 2022
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

FOR A STRESSFREE LIFE

From start to finish Michael was excellent we didn't have to go anywhere everything was sorted in the comfort of our home he helped us through the whole procedure either by email or at the end of the phone I recommend IBA completely for a stress-free transaction

9. Dezember 2022
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Michael was great

Michael was great! He supported us selling 2 houses to buy one between lockdowns! He made the whole process easier. He was knowledgeable and helped us all the way. Would recommend.

8. März 2022
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

First time buyer

Michael is absolutely amazing at what he does, you can tell he truly cares about his clients and wants the best for them. Michael helped me to get onto the property ladder and supported me in so much more of that process than just simply securing a mortgage. I have the utmost confidence and trust when I speak to Michael and he explains his advice in such an easy to understand manner, never with any pressure. I would wholeheartedly recommend Michael.

8. März 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

A shout-out for Claire Wheeler

A shout-out for Claire Wheeler - she has provided the best customer experience I have ever had. Buying a house is the most expensive thing most people will do and everyone's circumstances are different. Claire's experience in banking, estate agency, and mortgage advice makes this journey so easy and worry-free. She understood my situation and tailor-made her advice and services, resulting in me being able to plan significant life choices as she was always there to answer all my silly questions as a first-time buyer. I have found that mortgage advice cannot just end at finding the best rates; Claire has gone above and beyond to help me plan my employment goals and life ambitions, and this is something that you simply cannot achieve by looking online or asking a friend or family - you need a mortgage advisor who is willing to invest their time and have the professional knowledge to back it up. Absolute golden experience, thank you Claire!

21. Februar 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Highly recommend

I cannot give Michael enough credit for the level of service he has provided for us whilst sorting out our mortgage and life insurance. Always happy to answer questions and is very clear with what needs to be done. Couldn’t have asked for a better mortgage advisor. Have recommended him to family who were extremely happy with his services to.

9. Februar 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Amazing from start to finish

Callum is absolutely fantastic at what he does, I couldn't be happier and more impressed with the services he has provided me. He has clearly explained everything and taken time to ensure I am comfortable with the process. He has made purchasing my first home very straight forward and stress free. I will be recommending him to all family and friends and will be sure to use him again in the future. Thank you for everything!!

9. Februar 2023
Bewertung ohne vorherige Einladung

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