FAQs

The answers to our most commonly-asked questions

Meetings

Meetings are typically held at our Leeds office, but we can accommodate meetings at your home upon request.

We don’t have our own parking, but there is plenty of parking nearby. Leed’s train station’s Short Stay car park is just across the road. We have compiled detailed information about local parking and prices in this document (click here to view).

No; initial meetings are conducted at our own expense and without obligation.

Please get in touch at [email protected]lth.net, call 0113 880 0440 or fill out our enquiry form here and we will call you back.

Advice

Our Chartered Financial Planner, Andrew Woolhouse, provides the advice. You find out more about him here.

Yes. As independent Financial Planners, our obligation is to you, not the product provider. We strongly believe being independent helps us deliver the best outcomes for our clients.

Yes, we are an Appointed Representative of Best Practice, which is authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.

Best Practice is a network, of which iWealth is an appointed representative. Best Practice provide compliance oversight, back office technology and a link between iWealth and our regulator, the Financial Conduct Authority (FCA).

If Andrew is on annual leave, our Support Administrator Teresa will be in the office dealing with admin and answering your calls. We have a locum in place so that, if a client has an emergency, they can still receive advice.

Fees

Initial meetings are conducted at our own expense and without obligation.

We charge an initial fee up front to provide clients with research, recommendations and advice. If you wish to proceed with our plan’s strategy, we charge an implementation fee. Costs will depend on the complexity of your situation, the nature of the advice and the time involved to create and implement your plan.

We only receive commission on mortgages and protection-based products.

VAT is payable on our initial fees, as a client may not implement our advice or choose to implement our advice themselves.

We are highly recommended

Hear from Andrew’s Clients