iWealth Financial Ltd
Leeds, United Kingdom (UK) · Finance and Banking
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Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
#pensions
#investments
#retirement income
#inheritance tax planning
#estate planning
#trusts
#charities
#isa
#tax
iWealth Financial Ltd is a Finance and Banking company based in Leeds, United Kingdom (UK), founded in 2012, with 2-10 employees. iWealth Financial Ltd's profile is verified on Enterprise League.
Overview
The firm focuses on pensions optimisation, inheritance tax planning, estate planning, and investment strategy, helping clients across Yorkshire maximise returns, manage tax efficiency, and preserve wealth for future generations. Customers consistently rate iWealth highly for advice quality (4.78/5), service delivery (4.75/5), and value (4.5/5), reflecting the firm's commitment to understanding personal objectives before designing tailored financial strategies.
Contact Details
Leeds, United Kingdom (UK), PO Box 523
Founded
2012
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#pensions
#investments
#retirement income
#inheritance tax planning
#estate planning
#trusts
#charities
#isa
#tax
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