Andrew Woolhouse

I am an independent, Chartered Financial Planner based in Leeds, and Founder of iWealth. I take great pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way. As a Financial Planner, I believe in understanding your personal goals before designing a bespoke plan to achieve them. I specialise in working with: • High earners. I’ll help you to balance enjoying the present whilst ensuring your savings will provide you with your desired lifestyle in the future. • Business owners. I’ll 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. I’ll 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. I’ll 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. I’ll help you mitigate Inheritance Tax (IHT), using the allowances available, to ensure that your assets stay within your family. There are several key reasons why clients choose to work with us: • We are Financial Planners. We never simply sell you a product and we always deliver thoughtful recommendations within the context of your goals. • We are run by a Chartered Financial Planner. Andrew’s individual Chartered status is the ‘gold standard’ of financial planning and positions him amongst the UK’s leading advisers and planners. • We are independent. The recommendations we make are therefore unbiased and unrestricted. We have the freedom to choose the best option for you, from the entirety of the market, when implementing our plans. If you would like to understand more about how I can help solve your immediate challenges and achieve your aspirations, please get in touch.