We are independent Financial Planners based in Leeds. Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning. Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way. Here's how we can help: - 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. You can reach us at hello@iWealth.net or 0113 880 0440. Get in touch to arrange a free initial meeting, without obligation. We are confident that we will be able to help to you, now or in the future.
