Delivering innovative graphic solutions with precision and passion
At iWealth, we pride ourselves on providing bespoke financial planning services to individuals and businesses across West and South Yorkshire. Our team, led by Chartered Financial Planner Andrew Woolhouse, has over 15 years of experience in the financial services industry. We specialise in working with high earners, business owners, and individuals planning their retirement, providing expert advice on pensions, Inheritance Tax, and estate planning.
Our Services
We offer a comprehensive range of financial planning services, including:
High Earners
We help high earners to make the most of their present wealth while ensuring their savings will provide them with their desired lifestyle in the future.
Business Owners
We help business owners to manage the financial side of their business and home life as one, creating a bespoke strategy that enables both to thrive.
People Planning Their Retirement
We help individuals plan their retirement, ensuring they can live their desired lifestyle once work is over, whether retirement is 10 years away or much more imminent.
People Seeking Pension Advice
We help individuals understand the value of their pensions and establish what they can change to get better returns for their retirement.
People Concerned About Inheritance Tax
We help individuals mitigate Inheritance Tax (IHT), using the allowances available, to ensure that their assets stay within their family.
Our Approach
At iWealth, we believe in understanding our clients' personal goals before designing a bespoke plan to achieve them. Our approach is based on our financial planning process, investment philosophy, and fees.
Our Financial Planning Process
Our process is focused on understanding our clients' goals, assessing their financial situation, creating a strategy, and reviewing and adjusting as needed.
Our Investment Philosophy
We believe in a passive investment approach, focusing on long-term investment strategies, and not trying to time the market.
Our Financial Planning Fees
We are transparent about our fees, ensuring you understand what you'll pay for our services. We believe that our fees are a small price to pay for the peace of mind that comes with having a carefully planned financial future.
Why Choose Us
At iWealth, we're proud to be a financial planning firm run by a Chartered Financial Planner, Andrew Woolhouse, with individual Chartered status, the "gold standard" of financial planning. We're committed to providing a high level of service, maintaining complete transparency, and helping our clients achieve their financial goals.
Overall Feedback
The reviews suggest that customers have had a positive experience working with iWealth Financial Advisors. The advisors are described as detail-oriented, timely, and knowledgeable in their fields. They are credited with providing excellent investment advice, answering questions promptly, and handling various financial needs with ease.
Strengths
iWealth Financial Advisors' attention to detail, timely communication, and ability to provide comprehensive financial guidance are highlighted as key strengths. The advisors are praised for being personable, organized, and knowledgeable, making them an invaluable resource for their clients.
Specific Testimonials
Jon Stagman mentions that the advisors keep an eye on the details, provide timely reviews, and answer questions as needed. He also appreciates having a "quarterback" for his financial investments. Jordan Smith has worked with multiple financial advisors and firms but trusts iWealth completely. He lauds Brad and his staff for their expertise, organization, and personability, stating that they have been incredibly valuable in handling his and his employees' investments and insurance.
