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, Toilet, 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 - Financial advisor Leeds 20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom

☎️1138800440

⏰ Open Hours of iWealth Financial Ltd - Financial advisor Leeds

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

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iWealth Financial Ltd - Financial advisor Leeds

iWealth Financial Ltd is a reputable financial advisory firm located in Leeds, United Kingdom. With a strong focus on providing exceptional financial planning services, this company has earned a stellar reputation among its clients. Their office is situated at 20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom, and can be reached by phone at 1138800440 or through their website: iwealth.net.

The company specializes in various financial services, including financial planning, consulting, insurance, and investments. They pride themselves on offering personalized solutions tailored to their clients' unique needs and goals. Their team of experienced professionals is dedicated to providing the highest level of service and expertise to help their clients make informed financial decisions.

In addition to their exceptional services, iWealth Financial Ltd offers several conveniences for their clients. Online appointments, on-site services, and wheelchair accessibility are just a few of the amenities they provide to ensure a comfortable and efficient experience. They also have an assistive hearing loop, wheelchair-accessible seating, and a wheelchair-accessible toilet on-site.

With a strong emphasis on customer satisfaction, iWealth Financial Ltd has garnered a impressive 5/5 average rating based on 13 reviews on Google My Business. Many clients praise the company for their knowledgeable and personable advisors, such as Andrew, who provide clear explanations and realistic planning for retirement and financial goals. Clients also appreciate the balanced approach to protection, planning, and living for today that iWealth Financial Ltd offers.

In summary, iWealth Financial Ltd is a top-notch financial advisory firm in Leeds that offers personalized financial planning services, exceptional customer service, and a wide range of convenient amenities for their clients.

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👍 Reviews of iWealth Financial Ltd - Financial advisor Leeds

iWealth Financial Ltd - Financial advisor Leeds - Leeds

Stuart B.

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

David B.

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.

Andrea H. S.

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.

George C.

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.

Diane W.

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.

Louise B.

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.

Roxy E.

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.

Alan R.

5/5

We always feel that Andrew really listens to us and that his advice is professional and in our best interests.