Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
I have been in Financial Services for over 25 years. Since joining IBA as a Financial Adviser I have progressed through the company and in 2017, I became the Managing Director.
I joined the financial services industry and IBA Wealth Management Ltd in 2016, specialising in both mortgages and protection.
I have over 40 years' experience in financial services and specialise in mortgage and protection planning. I pride myself on customer service.
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 started working in the financial industry with Co-Operative Insurance society in 1989 looking after client’s savings and protection.
I have worked in the finance industry for over 20 years, specialising in mortgage and protection advice.
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 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.
Trevor Isaacson – Company Secretary
Cassie Waters – Accounts Administrator
Caitlin Walpole – Administrator
Demie Goldsmith – Administrator
Lisa Cubitt – Administrator