IBA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Administrator
- Member of the Admin Team
Job Titles:
- Mortgage & Protection Adviser
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.
Job Titles:
- Mortgage and Protection Adviser
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.
Job Titles:
- Managing Director & Financial Planner
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.
Job Titles:
- Administrator
- Member of the Admin Team
Job Titles:
- Mortgage Protection Adviser
I am based in "Gorleston-on-Sea, Norfolk." I started as a Mortgage Protection Adviser under IBA Wealth Management in July 2023 after 8 months of training and obtaining my Qualification in Mortgage Advice from Chartered Insurance Institute.
Job Titles:
- Mortgage & Protection Adviser
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.
Job Titles:
- Administrator
- Member of the Admin Team
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.
Job Titles:
- Mortgage & Protection Adviser
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.
Job Titles:
- Mortgage and Protection Adviser
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.
Job Titles:
- Director / Mortgage and Protection Adviser
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.
Job Titles:
- Mortgage and Protection Adviser
I am an experienced Mortgage Advisor with over 20 years' experience of working in the Financial Services Industry. I assist clients in making informed decisions suited to their own unique circumstances. Whether you are an individual, Limited Company or property investor looking to buy a new property, raise capital or simply looking to remortgage existing borrowing, I can make your mortgage work for you. I also offer advice on both Personal Protection Plans and Business Protection (Key Person, Shareholder, Relevant Life etc). All advice is on an initial free, no obligation basis.
Job Titles:
- Accounts Administrator
- Member of the Admin Team
Job Titles:
- Company Secretary
- Member of the Admin Team