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ABOUT US

Whether you are an entrepreneur, private investor or wealthy individual, IBB Wealth believe that progression dictates the need for you to change the rules about how we help you build, preserve and manage your wealth.

We want to understand your aspirations, whether investing in equity markets or satisfying a passion for classic cars or contemporary art, and to attain an implicit understanding of your individual needs.

In today's complex financial world, the advice you receive must go beyond the realms of merely sharing information and giving you access to a superior insight and considered opinions. The simple truth is that IBB Wealth aim to equip you to make better-informed decisions and plan for your future with more confidence and certainty. 

Stuart Poonawala

Managing Director and Senior Strategic Planner


What I do: I have a passion for business, coaching and for helping my clients evolve and build bigger futures. Using my creativity I help them to solve problems and move forward with both their personal and business aspirations. My favourite things: Personal development, my family, and anything related to golf, cricket, fast cars, photography and design.

Graeme Cowie

Director


What I do: I build trusted and collaborative relationships with our team of professional partners. My favourite things: I am a lifelong follower of Dunfermline Athletic FC, love cooking and entertaining, and can be found most weekends on Knebworth golf course lamenting my swing!

Dave Barnard

Compliance Manager


What I do: I ensure that everything at Kubera is completed compliantly and correctly – I wield the big stick! My favourite things: My family, QPR and Yorkshire Cricket Club, but I also enjoy eating out and travelling, especially around the UK.

Kelly Kular

Executive Assistant to the Directors


What I do: As a well organised, positive and motivated person, I look after and manage the Directors' activities, diaries and also manage all seminars and events at Kubera. My favourite things: I love to travel, spend time with my 3 daughters, socialise and take my German shepherd on long walks.

Kellie Lewis

Client Relationship Manager


What I do: As a positive person I enjoy personal interaction with clients, looking after their financial needs and supporting our Financial Planners. It is very important to me that I can deliver exceptional client service. My favourite things: I enjoy walking and keeping fit, spending time with my family, and good food.

t: 01895 544 001 / e: info@ibbwealth.co.uk


Head Office in Uxbridge.
Additional office location in Chesham

© IBB Wealth 2018. All rights reserved.
IBB Wealth is an appointed representative of Kubera Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.

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