Established in 2014 we provide a personal service, our clients are a mixture of Private Individuals, Trustees and Companies who all understand that by seeking our professional advice they can achieve the most from their wealth.
Our role, put simply, is to align your financial planning objectives and goals with your financial affairs.
Our success has been based upon three core principals; integrity, professionalism and knowledge.
Find out about our professional and experienced financial planner - who they are, how they can help you and how you can contact them.
I have been in Financial Services for over 25 years and joined IBA Wealth Management Ltd (previously known as Integrated Business Analysis Ltd) in 2002. Since joining IBA Wealth Management Ltd as a Financial Adviser I have progressed through the company and in 2018, I became the Managing Director.
Despite my role in leading the company and as I am also fully qualified in Pensions, Investments and Protection, I still offer Full Financial Planning Advice.
Out of work, I enjoy most sport plus dining out at various restaurants around the local counties. I still manage to play Cricket and Golf, all be it at a much slower pace now. I also enjoy holidays abroad with my wife Lisa, who also works at IBA Wealth Management as an office clerk.
I have over 40 years' experience in financial services and specialise in mortgage and protection planning and have recently been appointed director. I pride myself on customer service. I have many satisfied clients nationwide whom I look after and treat me as first person to call with any financial requirements. I am happy to look at any situation and enjoy a challenge.
When not working, I enjoy family time and love travelling. I am gradually ticking off bucket list of must visit destinations.
I joined the industry and IBA Wealth Management Ltd in 2016. Although now qualified and providing holistic financial advice, I specialise in mortgages and personal protection running my brand Mr Mortgage Adviser, covering both Norfolk & Suffolk. I am contactable 8:30am until 10:30pm Monday – Saturday and will make time to see clients if they need to see me on a Sunday.
My passion is my work but I also enjoy football, working out at the gym, dining at restaurants and going to the cinema.
I have been a Financial Adviser for over 30 years, joining IBA Wealth Management Ltd in 2011. I first started in the industry with Sun Life back in 1979. I am fully qualified in advising on Pensions, Investment and Protection but am more than happy to leave the Mortgage side to my colleagues. Over the years I have advised on a wide range of products with most of my work on the pension side both for individuals and Companies. I am qualified to advise on Defined Benefit Pensions and where appropriate the transfer of these benefits.
Out of work I enjoy most sports but sadly mostly from the comfort of my arm chair. That said, I enjoy the summer when I can watching my son playing cricket. I also enjoy walking in the lovely Suffolk countryside where my wife Sandra and I live.
I started working in the financial industry with Co-Operative Insurance society in 1989 looking after client’s savings and protection. I was there for 16 years before I joined IBA Wealth Management Ltd (previously known as Integrated Business Analysis Ltd) and am still now working with clients from 30 years ago and now arranging mortgages for their children.
Key Mortgage Solutions Facebook : www.facebook.com/keymortgagesolution
Office:01440 763451 Mobile:07939 042396
I have been involved with IBA since July 2018, having trained for 12 months to achieve the Certificate in Mortgage Advice from Chartered Insurance Institute. I have spent my entire working life within Financial Services or around Finance Related products within the Motor Industry which has helped me to gain a solid understanding the importance that customer care plays when dealing with clients and their needs. Having lived in Norwich & South Norfolk for over 20 years, I cover the entirety of Norfolk & Suffolk for anybody regarding their Mortgage & Protection needs.
You can visit my Facebook at www.facebook.com/michaelharndenmpa and my Instagram at https://www.instagram.com/michaelharndenmpa/
I joined IBA Wealth Management Ltd in February 2020 after training for a year with the Chartered Institute of Insurance, where I gained mortgage and protection qualifications.
I have been in client facing roles for my whole working life, including the last few years working with financial and insurance products within the motor industry.
Based just outside of Diss I cover the whole of East Anglia for mortgage and protection advice. I am contactable 8am to 10pm 7 days a week. Weekend and evening appointments also available.
In my spare time I enjoy going to the gym and riding my motorbike (when the sun is shining).
Callum’s Website:
https://doggettmortgages.co.uk/
Callum’s Facebook: www.facebook.com/callumdoggettmortgageadviser
Callum’s Instagram: www.instagram.com/callum_doggett_mortgages/
I have worked in the finance industry for over 20 years, specialising in mortgage and protection advice. I spend my days advising on and prioritising customers’ needs with full confidentiality.
My favourite part of the job is working with clients to help them make their dream house a reality.
I have no idea what I like to do in my spare time, with 3 young boys, I’m not sure what spare time is!
Key Mortgage Solutions Facebook : www.facebook.com/keymortgagesolution
Company address: IBA Wealth Management Ltd, First Floor, 8 Campbell’s Business Park, Campbells Meadow, King's Lynn, Norfolk, PE30 4YR
T: 01553 770 111 E: post@ibawm.co.uk
IBA Wealth Management Ltd are appointed representatives of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
IBA Wealth Management Ltd is registered in England and Wales, Company No: 05305744. Registered Address: FirstFloor, Unit 8, Campbell's Business Park, Campbell Meadow, King's Lynn, Norfolk, PE30 4YR
The guidance and/or information contained within this website is subject to the UK Regulatory Regime and is therefore targeted at consumers in the UK.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 04/09/2024.