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Welcome to
IBA Wealth Management

Financial Advisers in King's Lynn, Norfolk

 

 

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Mortgage & Protection

    Mortgages are loans which are intended to help buyers purchase residential property. When you take o...

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  • service

    Full Financial Planning

    Professional financial planning is the process which aims to help you realise your ambitions - whate...

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Financial advisers located in King's Lynn, Norfolk

Financial advisers located in King's Lynn, Norfolk

Welcome to IBA Wealth Management

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.

Call us today on 01553 770 111 or email us at post@ibawm.co.uk and we'll be pleased to help you.

Mr Mortgage Adviser and Key Mortgage Solution are trading styles of IBA Wealth Management Ltd

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

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.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

 

 

 

TESTIMONIALS

See What Our Clients Have to Say About Us

DB

Trustpilot

Lewis at Mr mortgage advisor, is amazing, he was with us every stage from application even through to insurances he kept us updated during our journey. Due to our work commitments we were unavailable during the day so Lewis called us in the evenings he went above and beyond. Highly recommend him.

D Harfield

Trustpilot

Excellent experience with Mr mortgage advisor. Everything was explained and process was simple. Would highly recommend.

Mrs Williams

Trustpilot

I would highly recommend 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.

Stuart

Trustpilot

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.

G. Whiting

Facebook

Great service from Mick, always very helpful and nothing was too much trouble. Would definitely recommend Key Mortgage Solutions.

WHERE WE ARE

01553 770 111
First Floor
8 Campbell’s Business Park
Campbells Meadow
King's Lynn,
PE30 4YR


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