IBB Wealth offer much more than purely a wealth management service, and we don't just conform to the fact that money alone determines one's success. Our clients tell us they value us because, as like-minded people, we help them grow both financially as well as holistically, and as mentors and lifestyle coaches build trusted friendships. Of course, finding the right mentor can be a challenge, and it's important to make sure you have someone best equipped to help whether you are just starting, seeing the first glimpses of success or are well established.


Our WiseWealth® process enables us to provide robust and invaluable intelligence. You will receive a truly bespoke wealth management and lifestyle planning service from IBB Wealth, with the journey beginning by the creation of a detailed examination of your unique situation, including needs, ambitions and views on risk. We then create a personalised assessment to discuss what action we recommend you need to consider. A tailored set of recommendations may range from investments, through to retirement planning and complex tax structuring. Our WiseWealth® team is supported by specialist and industry experts, working closely with you to develop long-standing relationships that enable you to build, assess and adjust your wealth as markets and your circumstances change over time.

t: 01895 544 001 / e:

Head Office in Uxbridge.
Additional office location in Chesham

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

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