Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, 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. 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.
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. 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.
Highlights and features
- Chartered Financial Planner delivering gold standard financial advice
- Specialists in pensions, inheritance tax and estate planning
- Bespoke strategies tailored for high earners and business owners
- Over 15 years’ expertise in financial services profession
- Focused on tax-efficient wealth preservation and succession planning
- Client-first approach built around personal goals and aspirations
Payment methods
- Cash
- Debit cards
- Credit cards
Services
High Earners
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We support high-earning professionals in balancing present enjoyment with long-term financial security through carefully structured planning. Our approach addresses complex tax considerations and maximises the retention of your income. We also prioritise your familys future needs, including education and financial support. Through tailored strategies, we help you prepare for retirement while maintaining your desired lifestyle.
Business Owners
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As business owners, we understand the pressures of balancing commercial success with personal financial wellbeing, which is why we develop a single, bespoke strategy to manage both effectively. We recognise the close relationship between business and personal finances and ensure they are considered together. Through careful planning, we support decisions ranging from tax efficiency to retirement. Our structured process involves listening, researching, advising, implementing, and regularly reviewing your tailored financial plan.
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