iWealth is an independent financial planning firm founded in 2012 by Chartered Financial Planner Andrew Woolhouse. Based in Leeds, the firm specialises in bespoke advice for high earners, business owners and people approaching or in retirement, helping them make the most of their money and pass wealth on in a tax-efficient way Andrew works with clients to develop strategies for pensions, investments, inheritance tax mitigation and estate planning, drawing on more than 15 years of experience Client testimonials highlight that the team can assist with complex mortgage applications and associated life insurance as part of a holistic financial plan Meetings are arranged at the client’s home, via video call or at a mutually convenient location, and iWealth serves clients across West and South Yorkshire iWealth is a trading style of iWealth Financial Ltd, which is authorised and regulated by the Financial Conduct Authority
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This plan lasts for 90 days.
- For UK-based advisers new to our platform
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Free
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This plan lasts for 90 days.
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Free
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Duration : Unlimited days
This plan lasts for 90 days.
- For firms or advisers who have benefitted from 5 free leads
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£199.00
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Duration : 365 days
This plan lasts for 90 days.
- Pay per listing
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- Drives traffic to website and social media pages
- 365 day subscription
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