iWealth Ltd

Independent Financial Adviser Ground Floor, Princes Exchange, Princes Square, Leeds, West Yorkshire, LS1 4HY
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
We are independent Financial Planners based in Leeds, working with high earners, business owners and people at retirement.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Andrew Woolhouse
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
“I would like to take this opportunity to thank Andrew for his help and advice dealing with my mortgage. I would recommend Andrew for his friendliness, truthfulness and his effort to help me and my family. Once again, thank you.”
Louise, Sheffield
“I have known Andrew for a number of years now and he has always ensured that I am fully clued up on the advice he is issuing and that the products and service are to my requirements. He has never attempted to push me into something that I consider unfavourable for my requirements. He’s a very personable man who I now consider a friend.”
Richard, Barnsley
“Andrew is an excellent adviser, very friendly and puts you at ease. He explains everything thoroughly and he is also very flexible with appointments. I will be working with him in the future.”
Joyce, Doncaster
“I have seen a couple financial advisers over the years, so I was a little sceptical. Andrew put me at ease, explained his advice process, how he worked and wrote a proposal for my consideration. This was excellent as I was not under any pressure to proceed and it put me at ease. I knew exactly why Andrew had made his recommendations and what the benefits and outcomes were for me. I cannot recommend Andrew and his service enough. Andrew, you are a credit to your industry.”
Norman, Driffield
“I have used iWealth to help me with my pensions ready for retirement in four years. Andrew has been extremely patient at explaining the complicated variety of pensions I hold (in lay-man’s terms) and the options I have. I would not hesitate to recommend iWealth to friend and family.”
Diane, Keighley
Where to find us

Ground Floor, Princes Exchange, Princes Square, Leeds, West Yorkshire, LS1 4HY

Make an enquiry
About us

Our Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. He founded iWealth in 2012.

We specialise in working with:

- 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.

Our services

There are many things which separate us from other firms, including:

- We are Financial Planners. We never simply sell you a product and we always deliver thoughtful recommendations within the context of your goals.

- We are run by a Chartered Financial Planner. Andrew’s individual Chartered status is the ‘gold standard’ of financial planning and positions him amongst the UK’s leading advisers and planners.

- We are independent. The recommendations we make are therefore unbiased and unrestricted. We have the freedom to choose the best option for you, from the entirety of the market, when implementing our plans.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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