iWealth Financial Ltd
Leeds, United Kingdom (UK) · Finance and Banking
Do your work at iWealth Financial Ltd?
Claim this profile to manage your company.
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
Overview
iWealth Financial Ltd is an independent financial planning firm based in Leeds, West Yorkshire, specialising in bespoke financial advice for high earners, business owners, and individuals approaching or in retirement. Founded in 2012 by Chartered Financial Planner Andrew Woolhouse—who brings over 15 years of experience in financial services—iWealth is FCA-regulated (registration number 949845) and recognised for its goal-centred approach to wealth management.
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.
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
+440113 880 0440
hello@iwealth.net
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
Companies teams usually look at after iWealth Financial Ltd
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.