iWealth Financial Ltd, Leeds
iWealth Financial Ltd is a financial services company based in Leeds, England. They specialize in providing expert financial advice to clients as financial advisors. Their team of professionals is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning. iWealth Financial Ltd is committed to providing exceptional service and support to their clients, ensuring their financial success and security.
Introduction to iWealth Financial Ltd, Leeds
iWealth Financial Ltd is a financial services company based in Leeds, England. Founded in 2005, the company has a rich history of providing expert financial advice to individuals and businesses alike. The purpose of the company is to help clients achieve their financial goals by offering tailored solutions that are unique to their needs. What sets iWealth Financial Ltd apart from other financial advisors is their commitment to providing personalized service and attention to detail.Services & products
iWealth Financial Ltd offers a range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning. Clients can also purchase a variety of financial products through the company, such as mutual funds, stocks, and bonds.Location
iWealth Financial Ltd is located in Moortown, a suburb of Leeds that is known for its quiet and affluent residential areas. The area is also home to a number of businesses, including restaurants, shops, and medical practices. Public transportation options in the area include the bus stops at Parklands Avenue, Cranmer Bank, and Moortown Corner, all of which are within a 10-minute walk of the company's office.Benefits
Clients should choose iWealth Financial Ltd because of their commitment to providing personalized service and tailored solutions to each client's unique financial situation. The company's team of experienced financial advisors work closely with clients to help them achieve their financial goals. Additionally, iWealth Financial Ltd is a registered investment advisor, which means they are held to a fiduciary standard and are required to act in their clients' best interests.Good to know
Clients should be aware that iWealth Financial Ltd is a fee-only financial advisor, which means they do not earn commissions on any products or services they recommend to clients. This ensures that clients receive unbiased advice that is solely focused on their best interests. Additionally, the company charges a flat fee for their services, which is based on the complexity of the client's financial situation.Reviews
Customers rave about the personalized service and attention to detail provided by iWealth Financial Ltd. They appreciate the company's commitment to helping them achieve their financial goals and the tailored solutions that are unique to their needs. Clients also appreciate the fee-only structure of the company, which ensures they receive unbiased advice that is solely focused on their best interests. Overall, iWealth Financial Ltd is highly recommended by its satisfied clients.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At iWealth Financial Ltd, we have years of experience in providing financial advice to clients. Our team of experts has a deep understanding of the financial market and is skilled at analyzing financial data to create personalized financial plans for each client.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's financial situation and the type of services required. We always provide our clients with a detailed breakdown of our fees upfront, so there are no surprises.What types of financial products do you offer?
We offer a wide range of financial products, including investment products, savings products, insurance products, and retirement planning products. We work closely with each client to determine which products are best suited to their individual financial goals.How do you determine the best financial strategy for your clients?
We use a comprehensive approach when determining the best financial strategy for each client. Our team analyzes the client's financial situation, including their income, expenses, debts, and assets, to create a personalized financial plan that will help them achieve their goals.Can you provide references from satisfied clients?
Yes, we are happy to provide references from our satisfied clients. We pride ourselves on the excellent service we provide to each of our clients, and we believe that the feedback we receive from them is a testament to the quality of our work.Reviews
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Roxy Evans
After finding iWealth's website appealing and informative I called up with an inital enquiry. I found the call welcoming, empathetic, professional and informative, so thank you. I have no hesitation recomending this service.
28-02-2023
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William Hope
Andrew kindly provided an initial consultation free of charge, and I've already benefited from it - thank you.
28-08-2022
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Andrea H. Stanley
I have been a client with iWealth and Andrew for about 4 years now. Andrew is very approachable and is knowledgeable in all things financial and investment wise that keeps me updated and informed on a regular basis. I wouldn't hesitate in recommending iWealth to anyone looking for a personable and efficient Financial Advisor.
28-06-2022
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Gillian Daw
Andrew gave good advice on a number of pension funds giving me reassurance for retirement . I would recommend him to anyone looking to retire in the not too distant future
28-05-2022
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Alex Low
Positive: Professionalism, Responsiveness
28-05-2021
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Alan Richards
Positive: Professionalism
28-05-2021
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Louise Bishop
After an excellent experience first time round with our mortgage, we returned to iWealth without hesitation to renegotiate our mortgage. Superb handling of our affairs once again - cannot recommend highly enough.
28-05-2021
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George Collier
Andrew has helped me to arrange my pension fund to provide a balance of growth and income. He thoroughly investigated my attitude to risk, not only to enable him to make appropriate recommendations but, I dare say, to save me from myself. He has provided me with regular updates and a thoroughly professional friendly service. Ultimately, the performance of my pension fund is what matters and whilst this can never be guaranteed, to date, I am perfectly happy.
28-05-2018
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Diane Waterhouse
I have used iWealth to help me with my pensions ready for retirement in 4 years. Andrew has been extremely patient at explaining the complicated variety of pensions I hold (in lay-mans terms) and option I have on offer. I would not hesitate to recommend iWealth to friend and family.
28-05-2018
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Chris Kwasniewski
Honest, frank and well considered advice
28-05-2017
