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iWealth Financial Ltd - Financial advisor Leeds

Tailored Financial Solutions for a Secure Future

5(5 reviews)
insurance
$$$
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About

iWealth Financial Ltd in Leeds offers exceptional financial advisory services, focusing on clients' unique needs and financial goals. Led by Andrew, a Chartered Financial Advisor, the team provides personalized investment guidance, ensuring clients feel informed and supported through all financial phases. With a stellar 5/5 rating from satisfied clients, iWealth is renowned for delivering sound financial advice and proactive support, making it a trusted partner for anyone seeking expert financial management.

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Location

20 Parklands Cl, Moortown, Leeds LS17 6TA, UK

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Services

Personal Financial Planning

Tailored advice based on your specific financial goals and situation, including retirement and investment strategies.

Investment Management

Expert guidance on financial markets and investments to help build and grow your wealth over time.

Retirement Planning

Comprehensive planning for retirement, ensuring you can enjoy the benefits of your investments in later life.

Insurance Solutions

Advice on insurance products to protect your assets and provide financial security for you and your family.

Ongoing Client Support

Regular contact and reviews to adjust plans as needed, offering continuous, personable service.

5.00 · 5 reviews

Overall rating

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Paul Robinson

via Google
· 9 months ago

My wife and I have known Andrew for a number of years now and he has full knowledge of our financial situation which gives him an idea of what our options are and where we want to be. His past advice has proved to be very sound and long may that continue.

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Richard Nicholls

via Google
· 11 months ago

I have known Andrew for a great many years and always found his advice sound and sensible. He is in regular contact even if I'm not one of his wealthier clients. I would have no hesitation in recommending him.

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Dave Smith

via Google
· 11 months ago

We have been with iWealth for a number of years and have always been happy and still are with the well thought out advise he gives us.

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Steve Turnbull

via Google
· 11 months ago

Andrew has been our Financial Advisor now for many years.Has been very helpful with his advice, always explaining in simple terms the reasons for each investment. Obviously being Charted his financial knowledge is exceptional. Without doubt would recommend Andrew and I Wealth !

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Andrew Caines

via Google
· 1 year ago

We have been clients of iWealth for quite a few years during which Andrew has taken the time to get to know us and our financial goals so that he can deliver a personable service that has been tailored to our specific needs. His advice and knowledge of financial markets and investments has been excellent and this has been fundemental, both in the period we were actively investing, and now in our "retirement phase" when we are starting to enjoy the benefits that Andrew has helped us build-up. I would not hesitate in recommending Andrew to anyone seeking top-notch financial advice.

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