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iWealth Financial Ltd

Leeds, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

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.

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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

Keywords

#pensions

#investments

#retirement income

#inheritance tax planning

#estate planning

#trusts

#charities

#isa

#tax

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