Why choose us

The reasons we believe you should choose to work with us

We are Financial Planners

As Financial Planners, we address not only immediate challenges but also your future aspirations and needs. We never simply sell you a product and we always deliver thoughtful recommendations within the context of your goals.

We are run by a Chartered Financial Planner

As awarded by the Chartered Insurance Institute (CII), Andrew’s individual Chartered status is the ‘gold standard’ of financial planning and positions him amongst the UK’s leading advisers and planners. Find out more here.

We are independent

We offer independent advice; the recommendations we make are therefore unbiased and unrestricted. We have the freedom to choose the best option for you, from the entirety of the market, when implementing our plans.

We hold the Pension Transfer Gold Standard

We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice. You can learn more here.

We are local

We’re proud to be a local business. We are based in Leeds and cover areas such as Bramham, Roundhay, Alwoodley, Bramhope and Ilkley. We also cover a wider area of west and south Yorkshire, including Wetherby, Bradford, Wakefield, Harrogate and York.

We are award-winning

Andrew and iWealth have won various awards over the years including ‘Best Financial Planning Firm in Northern England’ at the Wealth & Finance Awards 2017, ‘Best Independent Financial Advisers’ at the Finest in Finance Awards 2018 and ‘UK Advisory Firm of the Year’ at the FinTech Awards 2018.

We are regulated

We are authorised and regulated by the Financial Conduct Authority. You can find our entry on their registry here.

We are the Independent Financial Adviser of the Year

We won ‘Independent Financial Adviser of the Year’ at the 2019 Yorkshire Financial Awards. We are delighted to have received this award, which places us amongst the region’s best financial professionals.

We are highly recommended

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