Meet Andrew

Director & Chartered
Financial Planner

Professionally

Andrew has worked in the financial services profession for over 15 years.

He began in a managerial role at HSBC, trained as a paraplanner and then worked as an independent Financial Adviser at AEON for six years. He then founded iWealth in 2012 and has been the principal Financial Planner and Director ever since.

Today, Andrew specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, savings and investments, 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.

Personally

Andrew has always had a passion for being outdoors and has been a keen skier for many years. He also enjoys walking in Yorkshire’s various National Parks; a hobby well-suited to his Leeds location.

More recently Andrew has discovered a love for motorbikes, passing his test a few years ago. When he’s not exploring the great outdoors or biking, Andrew enjoys going to the gym, trying new restaurants and spending time with friends and family.

Importantly

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Andrew’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Andrew’s.

Awards

Best Independent Financial Advisers 2018 – Finest in Finance Awards 2018

Best Financial Planning Firm 2017 (Northern England) – Wealth & Finance Awards 2017

UK Advisory Firm of the Year – FinTech Awards 2018

View qualifications

Why choose us

Working with a Chartered Planner

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

We are highly recommended

Hear from Andrew’s Clients

Meet Teresa

Support Administrator

Professionally

Teresa has worked in financial services for sixteen years and has a wealth of knowledge and experience.

Teresa began her career working for ISON Harrison Solicitors in 1998, before moving to Scottish Life and later Mercer. As our Support Administrator, she handles all elements of the client experience: including organising meetings, producing reports and updating client files.

Personally

Teresa lives in Roundhay, Leeds with her partner Carl.

Outside work, Teresa is involved with the Leeds Ramblers; helping to onboard new members and arranging quarterly walk programmes. She also enjoys going to the theatre and travelling to new places.