iWealth Financial Ltd - Financial advisor Leeds - Leeds

Address: 20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom.
Phone: 1138800440.
Website: iwealth.net.
Specialties: Financial planner, Financial consultant, Financial institution, Insurance company, Investment company, Investment service, Life insurance agency, Pension office, Tax consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

Location of iWealth Financial Ltd - Financial advisor Leeds

iWealth Financial Ltd is a well-known and respected financial advisor located in Leeds, United Kingdom. The company's address is 20 Parklands Cl, Moortown, Leeds LS17 6TA. You can easily reach them by phone at 1138800440 or visit their website at iwealth.net for more information.

The company specializes in financial planning, consulting, and a variety of financial services including working with financial institutions, insurance companies, investment companies, life insurance agencies, pension offices, and tax consultants. With a wide range of services, iWealth Financial Ltd can help you with all your financial needs.

One of the standout features of iWealth Financial Ltd is their accessibility. The company offers on-site services, wheelchair-accessible parking, an assistive hearing loop, wheelchair-accessible seating, and a wheelchair-accessible toilet. They also have regular toilets and require appointments, ensuring you receive their full attention. These features make the company an excellent choice for individuals with mobility issues or hearing difficulties.

iWealth Financial Ltd has received outstanding reviews from their clients, with 13 reviews on Google My Business and an average rating of 5/5. This is a testament to the quality of their services and the level of care they provide to their clients.

If you are looking for a financial advisor in Leeds, iWealth Financial Ltd is an excellent choice. Their wide range of services, accessibility features, and outstanding reputation make them a reliable and trustworthy option. The company's convenient location, phone number, and website make it easy to get in touch and schedule an appointment.

Reviews of iWealth Financial Ltd - Financial advisor Leeds

iWealth Financial Ltd - Financial advisor Leeds - Leeds
Stuart Bowker
5/5

I have had Andrew in my corner for at least the last 6 years, he gives me technical information in an easily understood way and can model quickly the variables open to me and my family

Our most recent meeting was a normal annual review, and from this I gained clarity on my plans for retirement and had the realistic steps I need to continue to take to fund this

Through my time with Andrew he has not been a “doom” advisor focussing on protection coverage, I have found a good balance between protection, planning and living for today

I would recommend iWealth and their services

iWealth Financial Ltd - Financial advisor Leeds - Leeds
Andrea H. Stanley
5/5

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.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
David Bishop
5/5

I have recently used Andrew's company for securing a mortgage. Throughout the process Andrew and his colleagues were patient, thorough, very helpful and very responsive. They gave honest and impartial advice throughout the process and were easy to talk to and prompt with their correspondence. I would certainly recommend them to anyone.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
George Collier
5/5

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.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
Diane Waterhouse
5/5

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.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
Louise Bishop
5/5

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.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
Roxy Evans
5/5

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.

iWealth Financial Ltd - Financial advisor Leeds - Leeds
William Hope
5/5

Andrew kindly provided an initial consultation free of charge, and I've already benefited from it - thank you.

Go up