Meet our advisers
Lewis has been involved with IBA Wealth Management since February 2016, creating the trading style, ‘Mr. Mortgage Adviser’. He is also qualified as a pension and investment adviser however currently offers mortgage & protection advice staying connected with all his clients on an annual basis offering that personal service.
Michael has been involved with Mr Mortgage Adviser & IBA Wealth Management since July 2018. He has spent his entire working life within Financial Services or around finance related products which has helped him to gain a solid understanding of clients and their needs. He also provides equity release advice to his clients.
Jacob has been part of IBA Wealth Management and Mr Mortgage Adviser since qualifying in July 2023. He has many years of experience working on a one-to-one basis with clients within customer facing roles and this previous experience now enables him to achieve the highest standard of customer outcomes