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

☎️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

iWealth Financial Ltd - Financial Advisor in Leeds

iWealth Financial Ltd, located at 20 Parklands Cl, Moortown, Leeds LS17 6TA, United Kingdom, is a renowned financial advisory firm that has been providing top-notch financial services to its clients for several years. With a phone number of 1138800440, and a website at iwealth.net, the company is easily accessible and offers a comprehensive range of financial services.

Specialties

The company specializes in financial planning, financial consulting, financial institutions, insurance companies, investment companies, investment services, life insurance agencies, pension offices, and tax consulting. Their extensive expertise in these areas has earned them a reputation for delivering personalized and effective financial solutions.

Other Points of Interest

In addition to their exceptional services, iWealth Financial Ltd offers several convenient options for its clients. They provide online appointments, on-site services, a wheelchair-accessible car park, an assistive hearing loop, wheelchair-accessible seating, and wheelchair-accessible toilets. Clients are required to make an appointment prior to their visit.

Opinions and Average Rating

This esteemed financial advisory firm has received 13 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the company for its knowledgeable and approachable advisors, personalized financial plans, and balanced focus on protection, planning, and living for today.

One client, for example, has been working with Andrew from iWealth Financial Ltd for the past 6 years. Andrew provides technical information in an easily understandable manner and helps model the variables open to the client and their family. The client appreciates the clarity they gain during their annual reviews, which outlines their retirement plans and the realistic steps required to fund it.

Another satisfied customer highlights the company's unique approach, stating that Andrew has not been a "doom" advisor solely focusing on protection coverage. Instead, iWealth Financial Ltd provides a good balance between protection, planning, and living for today. This client wholeheartedly recommends iWealth and their services to others.

Final Recommendation

If you are seeking a reliable and experienced financial advisor in Leeds, look no further than iWealth Financial Ltd. With their extensive range of specialties, convenient location, and exceptional customer service, they are the perfect choice for all your financial needs. To learn more about their services or to schedule an appointment, visit their website at iwealth.net or call 1138800440.

👍 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.