IBA Wealth Management ltd

Restricted - Whole of Market  IBA, First Floor, King's Lynn, King's Lynn, PE30 4YR
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FCA authorised
Last authorised 7th June 2021
We provide advice & planning services for people who want to make the most of their finances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Ken Willmin
Financial Adviser
About us

We provide advice and planning services for people who want to make the most of their finances. We're able to research the whole market, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, IBA Wealth Management Ltd can help you make your money work for you.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

IBA, First Floor, 8 Campbell’s Business Park, Campbell’s Meadow, King's Lynn, King's Lynn, PE30 4YR

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