Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years.
Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning.
Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way.Find out more
We’re proud to be a financial planning firm run by a Chartered Financial Planner, Andrew Woolhouse.
As awarded by the Chartered Insurance Institute (CII), individual Chartered status is the ‘gold standard’ of financial planning and positions Andrew amongst the UK’s leading advisers and planners.Find out more
Traditionally, many financial advisers dive in and begin talking about money straight away.
As Financial Planners, we believe our starting point should be to understand your personal goals before designing a bespoke plan to achieve them.
This approach is part of our entire financial planning process, including the philosophy we follow for investing and the fees we charge.Find out more
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