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
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
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Das sagen Bewerter
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
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
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
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
First Floor, 8 Campbell's Business Park, Campbell's Meadow, PE30 4YR, King's Lynn, Vereinigtes Königreich
- 01553 770111
- post@ibawm.co.uk
- ibawealthmanagement.co.uk
4,8
Hervorragend
266 Bewertungen
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Great service
Richard Faulkner has been assisting me with mortgage advice for many years. I have always found him very helpful, efficient and extremely knowledgeable. I have recommended him to family and friends many times and they have always been very satisfied with his service. He is always the first person I call when I need financial and mortgage advice.
10. März 2022
Bewertung ohne vorherige Einladung
Callum has gone above and beyond
Callum has gone above and beyond to make sure everything is done correctly and has dealt with any queries before they become to much of a big issue! without him the processes would of been a lot more stressful
10. März 2022
Bewertung ohne vorherige Einladung
Excellent Service
My advisor, Claire Wheeler has been helping me with my mortgage for over a decade, and i don't bother going to anybody else to be honest. Efficient, honest and trustworthy. Really knows her stuff. Thanks Claire!
17. Februar 2022
Bewertung ohne vorherige Einladung
Darren was very helpful and informative…
Darren was very helpful and informative and help me make a informed decision about my investments.
Plus he came to us at a time convenient to us
11. Februar 2022
Bewertung ohne vorherige Einladung
Excellent service
8. Februar 2022
Bewertung ohne vorherige Einladung
Very professional and helpful
26. Januar 2022
Bewertung ohne vorherige Einladung
Excellent service and perfect…
Excellent service and perfect communication 5/5
26. Januar 2022
Bewertung ohne vorherige Einladung
Would definitely recommend!
Callum has been extremely helpful throughout the whole process of buying our first house. He has been easily contactable at all times and we have not had to chase him for a single thing - he has kept on top of everything throughout!
13. Januar 2022
Bewertung ohne vorherige Einladung
We spent a lot of time reviewing…
We spent a lot of time reviewing different mortgage options for me. Really helpful and approachable!
13. Januar 2022
Bewertung ohne vorherige Einladung
Parul is such an amazing mortgage…
Parul is such an amazing mortgage advisor who is very professional and approachable. She has helped us getting very good rate from the lender and not only that her mortgage application was so robust that we got an offer within 24 hours of the valuation carried out. 😀 so pleased with her support in getting us our dream home.
22. Dezember 2021
Bewertung ohne vorherige Einladung
Very good service
Very good service. Kept me informed of the process and details of the best products available to me.
Would recommend to others to use this service
14. Dezember 2021
Bewertung ohne vorherige Einladung
Callum has been the most helpful
Callum has been the most helpful, caring, patient advisor I know.
Would recommend him to anybody and clearly enjoys his job.
Well done Callum its been a pleasure 😊
14. Dezember 2021
Bewertung ohne vorherige Einladung
Michael always stays in line with what…
Michael always stays in line with what information I need from him and I completely trust him to help me with my mortgage and getting me the best deal. He is always thorough and timely so I feel like I will most likely use Micheal for all future business.
14. Dezember 2021
Bewertung ohne vorherige Einladung
Mortgage
I got in contact with Parul to see if she could help with a mortgage and other policies.Well she did and very helpful and gave me a 100% all the way.Always on the end of the phone when I needed her.Im one happy house owner now.Thank you once again for all your help
30. November 2021
Bewertung ohne vorherige Einladung
Excellent service
Richard was recommended to us when we trying to buy our home earlier this year and the service he provided was brilliant. He presented the various mortgage options available to us clearly and ensured we fully understood everything. He was always quick to respond whenever we had a query and kept us updated regularly on the progress. Highly recommend! Thanks Richard for all your help.
19. November 2021
Bewertung ohne vorherige Einladung
IBA had Everything we needed in one…
IBA had Everything we needed in one place to make it easy to use, easily accessible and had all the up to date information we required.
17. November 2021
Bewertung ohne vorherige Einladung
Exceptional Service
We have used IBA over the last few years and have been nothing but impressed with the service. Richard Faulkner has been our go to guy ever since we first enquired about their services. Very knowledgeable, very efficient and most importantly great communication.
17. November 2021
Bewertung ohne vorherige Einladung
Our helpful and knowledgeable advisor…
Our helpful and knowledgeable advisor has ensured a Smooth transition for our remortgage, giving time to us and answering the silly questions along the way. This is the third or fourth time we van used IBA wealth management and will continue to do so because of the impressive level of service and communication provided.
17. November 2021
Bewertung ohne vorherige Einladung
Fantastic service as always
Fantastic service as always from Claire, been using her wealth of knowledge for the last 10 years and wouldn’t go anywhere else, friendly, helpful, always keeps us up to date with progress and things dealt with in a fast timely manner, thank you
17. November 2021
Bewertung ohne vorherige Einladung
Brilliant service
Brilliant service from Richard. He is efficient and informative and was able to break things down to me in a way that I understood and never made me feel dumb. He’s genuinely just a very down to earth guy who loves his job and it really shows!
17. November 2021
Bewertung ohne vorherige Einladung
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