Guides

The 2020/21 end of the tax year guide

Our guide explains seven key allowances you should consider to ensure you’re ready for the 2021/22 tax year...

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Inheritance Tax and gifting guide

Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan...

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Revealed: The value of financial advice

Our guide looks at the ways financial advice can help you reach your goals and improve wellbeing. From improved financial security as assets grow to confidence in your long-term plans, financial advice can deliver numerous advantages...

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12 key points to consider before you start investing

Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether for the first time or expanding your current portfolio, our new guide can help you understand what you should think about first...

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Your essential guide to ISAs

Whilst ISAs have been around for 20 years, the product range and allowance has changed considerably in that time. As a result, it can be more difficult than you would expect to pick the right ISA for you. So, we’ve put together a guide to help you get to grips with the ISA options open on offer...

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Your complete guide to the State Pension

Our Complete Guide to the State Pension is designed to help you figure out how the State Pension will support your retirement goals alongside other income. From how the State Pension age is changing and when you’ll receive it to what the triple lock means for your future income, we look at the crucial things you need to know...

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Everything the Bank of Mum and Dad should know before lending

If you are thinking of opening the doors to the Bank of Mum and Dad either now or in the future, here’s a guide to all the factors you need to consider...

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8 things to check when you’re selecting a protection product

Have you taken out a financial protection product? It’s a step that can help improve your resilience and give you peace of mind...

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The retirement transition: A guide to preparing for modern retirement

In the space of just a few generations, retirement has changed hugely. If you're planning for your retirement now, you probably want a lifestyle that's very...

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The top 9 things you should consider doing before tax year end

The current tax year ends on 5 April 2020 and this date represents the final chance to use many of your annual thresholds and allowances...

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We are highly recommended

Hear from Andrew’s Clients

My late husband looked after our financial affairs; when I was widowed, I was recommended iWealth. Andrew quickly took on board my changed circumstances and understood my needs and those of my two daughters (aged 25 and 27). He was able to give welcome advice during what has been a very difficult time for our family. I have been able to resolve some complicated issues related to the closure of my late husband's estate. I have also received Inheritance Tax planning advice and recently my youngest daughter received excellent service from Andrew regarding a mortgage application and associated matters following her first house purchase. I can only praise the personal service I received and also want to mention Teresa, the office manager, who is exceptionally well-organised and efficient.

Marian, North Yorkshire

A client since January 2017.

I was looking to retire but was not sure what my options were, or the best way to proceed to get the maximum value on retirement. Upon reviewing what I was trying to achieve, Andrew pointed out the pitfalls and reviewed the best solutions for my current position. When it comes to monies and being able to live after work, things can become very cloudy; Andrew is helpful and patient.

David, Leeds

A client since September 2016.

I would like to take this opportunity to thank Andrew for his help and advice dealing with my mortgage. I would recommend Andrew for his friendliness, truthfulness and his effort to help me and my family. Once again, thank you.

Louise, Sheffield

A client since April 2017.

I have known Andrew for a number of years now and he has always ensured that I am fully clued up on the advice he is issuing and that the products and service are to my requirements. He has never attempted to push me into something that I consider unfavourable for my requirements. He’s a very personable man who I now consider a friend.

Richard, Barnsley

A client since October 2010.

I have seen a couple of financial advisers over the years, so I was a little sceptical. Andrew put me at ease, explained his advice process, how he worked and wrote a proposal for my consideration. This was excellent as I was not under any pressure to proceed and it put me at ease. I knew exactly why Andrew had made his recommendations and what the benefits and outcomes were for me. I cannot recommend Andrew and his service enough. Andrew, you are a credit to your industry.

Norman, Driffield

A client since September 2010.

Andrew is an excellent adviser, very friendly and puts you at ease. He explains everything thoroughly and he is also very flexible with appointments. I will be working with him in the future.

Joyce, Doncaster

A client since December 2013.

Andrew and Teresa have been wonderfully personable and professional in helping my husband and I to secure a mortgage and life insurance. We had slightly unusual employment arrangements and other personal circumstances which made our application unduly complex, but Andrew and Teresa calmly and capably guided us through the process. We are incredibly grateful for their patience and hard work and we would highly recommend iWealth to anyone in need of such services!

Louise, Sheffield

A client since February 2017.

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.

George, Tickhill

A client since February 2016.

I wanted to plan for retirement. Andrew reviewed my existing pensions and advised on what to do with them (move, transfer or leave). He also reviewed all our financial investments, savings and tax liabilities, advising us on better products for saving to maximise returns (with an appropriate level of risk) and to minimise tax. As a result of working with Andrew, I am able to retire a couple of years earlier than planned and have paid far less in tax in the years since we started taking advice.

Carol, Petworth

A client since December 2013.

I have used iWealth to help me with my pensions ready for retirement in four years. Andrew has been extremely patient at explaining the complicated variety of pensions I hold (in layman's terms) and the options I have. I would not hesitate to recommend iWealth to friend and family.

Diane, Keighley

A client since November 2016.

Useful downloads

The 2020/21 end of the tax year guide

Inheritance Tax and gifting guide

Revealed: The value of financial advice

12 key points to consider before you start investing

Your essential guide to ISAs

Your complete guide to the State Pension

Everything the Bank of Mum and Dad should know before lending

8 things to check when you’re selecting a protection product

The retirement transition: A guide to preparing for modern retirement

The top 9 things you should consider doing before tax year end

We are highly recommended

Hear from Andrew’s Clients

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