iWealth
iWealth is an independent financial planning firm based in Leeds, providing financial advice for high earners, business owners, and individuals planning for retirement. Founded by Chartered Financial Planner Andrew Woolhouse in 2012, the firm assists clients in managing their wealth.
- Pensions advice
- Estate planning
- Wealth management
- Inheritance Tax planning
- Independent financial planning
Locations
Competitors
Leon & Co Financial Services provides bespoke financial planning solutions tailored to individual and business needs.
Company Details
iWealth is operated by Iwealth Financial Ltd and is a Active company incorporated on 14 April 2021 with the registered office located in Leeds, West Yorkshire. Iwealth Financial Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
2
Turnover
Unreported
Total Assets
£229.36K
Cash in Bank
Unreported
Total Liabilities
-£66K
Teams
2
Financial Director • Joined Sep 2023
Chartered Financial Planner & Managing Director • Joined Jun 2016