IBA Wealth Management Ltd Reviews 

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.

Thank you to Richard at IBA Wealth Management, very knowledgeable and secured us a great mortgage. Very personable service too! Thanks again

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.

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!

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

Lots of guidance and advice given and the right product chosen.
Very speedy and smooth transaction
Thank you.

We have had the best experience with Dale, we went in knowing absolutely nothing and not really understanding what our options would be to now having our own home!
Dale explained everything along the way and was always quick to respond to any questions or queries we might have had no matter how silly.
I have already recommended Dale to a few friends and family as we could not fault the work he has done for us.

These guys are excellent. kept me updated, put any 'jargon' into real world terms. i will continue to use and will definitely recommend!

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!

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.

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.

I have received a very friendly experience. Samantha Hendry my mortgage broker was very helpful, informative and always returned my call. I will definitely recommend others to use this service.

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

Had a great experience from start to finish, Michael was always there to give advise when ever it was needed. Efficient, great advise and alway quick at responding. I would highly recommend.

Excellent service from Claire. Very prompt communication and very helpful with advice and documentation aid. Would definitely recommend.

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.

Mick Tokley has been amazing so far with being our mortgage advisor :)

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.

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!