IBA Wealth Management Ltd - King's Lynn
Address: First Floor, Unit 8 Campbell's Business Park, Campbell's Meadow, King's Lynn PE30 4YR, United Kingdom.
Phone: 1553770111.
Website: ibawm.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 4.8/5.
📌 Location of IBA Wealth Management Ltd
⏰ Open Hours of IBA Wealth Management Ltd
- Monday: 8:30 am–4:15 pm
- Tuesday: 8:30 am–4:15 pm
- Wednesday: 8:30 am–4:15 pm
- Thursday: 8:30 am–4:15 pm
- Friday: 8:30 am–4 pm
- Saturday: Closed
- Sunday: Closed
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IBA Wealth Management Ltd: A Comprehensive Overview
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IBA Wealth Management Ltd is a dedicated financial consultant firm located in Kingâs Lynn, United Kingdom. Situated at First Floor, Unit 8 Campbellâs Business Park, Campbellâs Meadow, Kingâs Lynn PE30 4YR, the company provides personalized financial guidance to individuals seeking to manage their wealth effectively. They operate with a strong commitment to client satisfaction and offer a streamlined approach to financial planning.
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Location and Contact Details
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The office is conveniently located within Campbellâs Business Park, a well-established commercial area in Kingâs Lynn. This location offers accessibility and ease of access for clients. For direct contact, clients can reach IBA Wealth Management Ltd via telephone at 1553770111. Their website, ibawm.co.uk, provides detailed information about their services, team members, and contact details. Visitors can also benefit from a wheelchair-accessible car park and wheelchair-accessible toilet facilities, demonstrating a commitment to inclusivity and accessibility.
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Services Offered
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IBA Wealth Management Ltd specializes in providing comprehensive financial consulting services, tailoring solutions to meet each clientâs unique circumstances and objectives. While specific service offerings may vary, the company generally assists clients with:
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- Mortgage Advice: A key area of expertise is assisting clients with mortgage applications, providing guidance on loan options, and navigating the often complex mortgage process. As evidenced by client feedback, Michael, a valued member of the team, excels in this area, efficiently and effectively guiding clients through their mortgage needs.
- Remortgaging: The firm also supports clients seeking to remortgage their properties, helping them explore refinancing opportunities and secure more favorable terms.
- Wealth Management Planning: IBA Wealth Management Ltd assists clients in developing and implementing overall wealth management plans, encompassing investment strategies, retirement planning, and estate planning considerations.
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Itâs recommended to schedule an appointment to discuss individual financial needs, ensuring dedicated time and personalized attention.
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Client Feedback and Reputation
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IBA Wealth Management Ltd has garnered positive feedback from its clients, as reflected in its 22 reviews on Google My Business. The average client opinion is a strong 4.8 out of 5 stars, highlighting a consistently high level of satisfaction. Many clients commend the team's responsiveness, thoroughness, and ability to explain complex financial concepts in an accessible manner. Feedback frequently praises the dedication and expertise of specific team members, particularly Michael, who is consistently described as a âdiamondâ and someone who goes above and beyond to assist clients. The firm appears to prioritize building strong client relationships, offering reassurance and support throughout the financial process. The positive comments consistently report a stress-free experience, suggesting a key strength of the companyâs approach.
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Accessibility and Amenities
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Beyond the wheelchair-accessible car park and toilet, the office environment is designed to be comfortable and conducive to productive discussions. The First Floor unit offers a professional setting, and the staff are known for their friendly and approachable demeanor. Prioritizing client comfort and accessibility demonstrates a commitment to providing a positive experience for all visitors.
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Key Strengths
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- Expertise: The team possesses considerable expertise in financial consulting and related areas.
- Personalized Service: Clients appreciate the individualized attention and tailored solutions provided by IBA Wealth Management Ltd.
- Accessibility: The firmâs commitment to accessibility ensures that clients with mobility limitations can easily access the office.
- Positive Reputation: The consistently high rating on Google My Business reflects a strong client satisfaction rate.
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In conclusion, IBA Wealth Management Ltd presents itself as a reliable and client-focused financial consultant firm. Its strategic location, accessible facilities, and demonstrated commitment to client satisfaction make it a worthwhile consideration for individuals seeking professional financial guidance. A scheduled appointment is highly recommended to initiate a personalized discussion about your financial goals.
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"summary": "IBA Wealth Management Ltd is a reputable financial consultant firm in Kingâs Lynn, UK, offering personalized mortgage and wealth management services with a strong focus on client satisfaction and accessibility.",
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👍 Reviews of IBA Wealth Management Ltd
