We are independent Financial Planners based in Leeds.
Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years.
Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning.
Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way.
Here's how we can help:
- High earners. We help you to balance enjoying the present whilst ensuring your savings will provide you with your desired lifestyle in the future.
- Business owners. We help you to manage the financial side of business and home life as one, creating a bespoke strategy that enables both to thrive.
- People planning their retirement. We help you to ensure you can live your desired lifestyle once work is over, whether retirement is 10 years away or much more imminent.
- People seeking pensions advice. We help you understand the value of your pensions and establish what you can change to get better returns for your retirement.
- People concerned about IHT. We help you mitigate Inheritance Tax (IHT), using the allowances available, to ensure that your assets stay within your family.
You can reach us at hello@iWealth.net or 0113 880 0440. Get in touch to arrange a free initial meeting, without obligation. We are confident that we will be able to help to you, now or in the future.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Po Box 523, Leeds,west Yorkshire Ls17 1np,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iwealth.net
- Keywords
- Pensions, Investments, Retirement Income, Inheritance Tax Planning, Estate Planning, Trusts, Charities, ISA, Tax.
- HQ
- Leeds, West Yorkshire
- Competitors
- Purely Pensions, Svensoni Paraplanning Ltd, AEON Financial Services Ltd, Carl Mba Financial Planning, HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management, Clarity Wealth Limited, Harper Financial Associates, David Jones Accountants Ltd, Wills Financial Consultancy (Financial Advisors), Vibrant Wealth Management Ltd..
Iwealth Financial Ltd Questions
Iwealth Financial Ltd's website is iwealth.net
Iwealth Financial Ltd's LinkedIn profile is https://uk.linkedin.com/company/iwealth-ltd
Iwealth Financial Ltd has
2 employees.
View email and phone details for 2
employees at Iwealth Financial Ltd.
Iwealth Financial Ltd's industry is
Financial Services
Iwealth Financial Ltd's top competitors are
Purely Pensions,
Svensoni Paraplanning Ltd,
Aeon Financial Services Ltd,
Carl Mba Financial Planning,
Hwm Financial Management, Senior Partner Practice Of St. James's Place Wealth Management,
Clarity Wealth Limited,
Harper Financial Associates,
David Jones Accountants Ltd,
Wills Financial Consultancy (Financial Advisors),
Vibrant Wealth Management Ltd..
Iwealth Financial Ltd's categories are Financial Services
Iwealth Financial Ltd's founding year is 2012
