Financial Advice Wakefield


We provide independent financial advice in Wakefield and surrounding areas. We specialise in with high net worth clients, typically with more than £250,000 of investable assets such as private clients, directors, sports personalities, pilots, trusts and charities, providing wealth management and financial advice in respects of pensions, investments and tax planning.

If you would like to become a client in Wakefield, please contact us to arrange a free initial consultation.

Our Advice Process

At iWealth we understand that goals and objectives regarding financial planning, are personal to each client. Therefore, our tailored financial advice is driven by you, the client.  Your goals and objectives are unique and no two clients are the same, our independent financial advice gives you the flexibility to choose your own destiny.

As independent financial advisers, we aim to protect you and your family and help you build the life you want to live and the freedom do what you want. Our personalised wealth management plan will help make this a reality.

As independent financial advisers covering Wakefield, we cover the below areas and beyond.

  • Dewsbury
  • Ossett
  • Batley
  • Castleford
  • Normanton
  • Sandal
  • Newmillerdam

So why delay on your financial freedom? Get in touch with us now arrange an initial consultation on 0113 880 0440.