+44 (0) 1895 544 001    info@ibbwealth.co.uk

About us

Understanding your dreams, ambitions and needs

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.

Some needs are more complex than others. Whether you’re looking for specialist advice or have specific investment requirements, we treat every client on an individual basis. 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.

Developing a successful financial plan should prepare you, your family and business for every possibility. Once we understand your dreams, ambitions and needs, our Wealth Advice Team will recommend the required action to make sure these become a reality.

Life doesn’t stand still, so your financial plans shouldn’t either. 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.

Meet the team

Stuart Poonawala

Managing Director and Senior Strategic Planner

Graeme Cowie

Director and Senior Strategic Planner

Kellie Lewis

Client Relationship Manager

Kelly Kular

Executive Assistant to the Directors

Daniel Hawes

Client Relationship Manager

Caroline Lvy

Client Relationship Manager