IBA Wealth Management Ltd Reviews 

267
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Company details

  1. Financial Consultant

Written by the company

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


Contact info

4.9

Excellent

TrustScore 5 out of 5

267 reviews

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4.9

All reviews

(267)

16 reviews in the last 12 months

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Rated 5 out of 5 stars

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!!

February 9, 2023
Unprompted review
Rated 5 out of 5 stars

Super helpful mortgage and life insurance advice

Michael gave us sound, honest and much needed advice at what is quite an uncertain time for anyone to buy.

He helped us with planning steps so that we could get to a point that we could get a mortgage and importantly found a mortgage that is affordable for us.

Michael also gave great advice about life insurance when we really had no clue. A genuine and friendly guy who we trust and will continue to go to for advice if/ when our circumstances change. But for now we are happily in our new home- Thank you!

December 15, 2022
Unprompted review
Rated 5 out of 5 stars

Excellent company and advisor!

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 fountain of knowledge and support with how to get it rectified so we could proceed with our mortgage application. As first time buyers we really were clueless and we struck gold having Michael as our advisor and he also sorted our life insurance without fuss or bother. Can't recommend highly enough and thank you!

November 9, 2022
Unprompted review
Rated 5 out of 5 stars

Unbelievably easy

Michael took care of absolutely anything that we spoke to him about. We never felt rushed and the whole process with him has been so unbelievably easy. We would recommend Michael over and over again.

November 6, 2022
Unprompted review
Rated 5 out of 5 stars

5 stars to Michael!

Michael has been helping us with the mortgage for our first house we have just bought. Honestly we can not recommend him enough! Always there to help answer any questions and everything was made so easy and stress free for us. Michael explained everything so well and we knew we were in good hands. We would never go to anyone else now. Thank you so much Michael! From Harvey and Courtney.

October 1, 2022
Unprompted review
Rated 5 out of 5 stars

First time buyer and couldn’t recommend more.

As a first time buyer, the process of getting a mortgage was not easy especially when the rates and offers were changing daily. I originally went directly to a bank but i felt I wasn’t getting the best advice.

After an initial meeting with Callum from IBA, he explained all the deals available, helped me understand the different types of deals, what I was eligible for and essentially the best deal for my situation.

The most valuable help was understanding the whole process and also the full term cost. The banks only showed the initial rate and didn’t provide fees and other costs. Callum was able to show me all the costs up front and allowed me to make the most informed decision.

The entire application from selecting the deal, to identifying a law firm, were all explained and carried out by Callum.

The service didn’t stop after the application, I was given advice throughout the whole process.

I now couldn’t recommend the service more and will definitely be using it when remortgaging in the future.

September 28, 2022
Unprompted review
Rated 5 out of 5 stars

Myself and my fiancé couldn’t Rate IBA…

Myself and my fiancé couldn’t Rate IBA wealth management enough!, we first had our meeting in April with Callum Doggett. Callum is just simply amazing, we have had numerous meetings at home with him. Callum always comes with a smile on his face and is always so friendly. Callum always makes us feel comfortable and makes sure that we are happy with all of the information being given to us. Callum has always kept in touch during the process and any questions we may have he always answers very quickly, if we are ever in any doubt he is always there to reassure us. We thank you for everything, we will definitely be recommending you to our Friends and family.

September 27, 2022
Unprompted review
Rated 5 out of 5 stars

Callum was extremely helpful and did…

Callum was extremely helpful and did everything he could to secure the best deal for us. He explained things thoroughly and remained in contact throughout the process. Really grateful and pleased with the service provided!

September 27, 2022
Unprompted review
Rated 5 out of 5 stars

Business-like and hassle free

Great to work through a reasonably complex residential mortgage with Michael. He explained the process in detail and kept us informed at all times - contacting us beyond normal working hours when required. I would highly recommend working with him on all financial matters where you may require detailed advice.

September 9, 2022
Unprompted review
Rated 5 out of 5 stars

Helpful

I have seen a Callum on a couple of occasions. He has always been so helpful and informative. Would recommend to anybody and use again in the future.

August 11, 2022
Unprompted review
Rated 5 out of 5 stars

Great broker - highly recommend!

Richard is fantastic! Nothing is too much trouble for him. Even when we hit bumps in the road he kept trying until he found us a mortgage.

Would highly recommend to anyone after a decent broker!

August 11, 2022
Unprompted review
Rated 5 out of 5 stars

Had an excellent correspondence &…

Had an excellent correspondence & service from Mr Richard Faulkner. He is extremely patient and always ready to answer any queries with complete honesty. I have recommended him to one of my friends who has had the same impression.
Would highly recommend.

July 20, 2022
Unprompted review

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