About IBA Wealth Management
IBA Wealth Management Ltd is a Financial Services Company who offer a full Financial Planning Service to new and existing customers.
We are part of Quilter Financial Planning network who are one of the largest network in the UK.
The IBA brand was founded by Steve Barrett and Robin Sainty in 1990 and the office was based on the historic Tuesday Market Place, King’s Lynn. The company offered a 'one stop shop' for its customers and, of course, for its advisers, what better way is there to protect a client bank than to give them no reason to go elsewhere?
Between them, Steve and Robin have over 70 years' experience in the financial services industry, which from the outset was shaped by their commitment to seminar selling in the corporate market. Over the years the company has broadened its offering with specialists covering all areas as the company embraces Mortgage and Protection Advisers to Financial Planners throughout the South-East, East Anglia and the Midlands.
In 2004, a sister company was formed, IBA Wealth Management Ltd offering full financial planning advice on Investments, Pensions, Mortgages and Protection. Over the years, this part of the company rapidly expanded.
In mid-2018, with Steve and Robin’s pending retirement the company promoted, from within, Darren Cubitt to the Managing Director’s role. Darren, who joined the company in 2002 made his first job to move offices to new premises out of town making the office easier to access. In late-2018, the process of moving all advisers under one name to IBA Wealth Management Ltd began and was finalised early 2019.
Treating Customers Fairly has always been part of the company’s philosophy in that they keep in touch with their clients and school their clients to keep in touch with them. This leads to a stream of repeat business, ongoing service agreements and continued referrals from their client base – business that is better quality and often much more valuable than the initial sale.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Tax Planning, Estate Planning & Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Think carefully before securing debts against your home. Your home may be repossessed if you do not keep uprepayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
