Andrew Woolhouse Client Wealth
Chartered Financial Planner & Managing Director @Iwealth Financial Ltd
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WORK HISTORY
Chartered Financial Planner & Managing Director @Iwealth Financial Ltd
Leeds, GB
I specialise in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning.
EDUCATION
Newcastle University
Bachelor's Degree, Genetics
SKILLS
ABOUT ANDREW WOOLHOUSE CLIENT WEALTH
I specialise in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning.As a Chartered Financial Planner, I am committed to understanding your personal goals before designing a bespoke plan to achieve them.I take great pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way.Here\'s how I can help- High earners. I will help you to balance enjoying the present whilst ensuring your savings will provide you with your desired lifestyle in the future- Business owners. I will help you to manage the financial side of business and home life as one, creating a bespoke strategy that enables both to thrive- People planning their retirement. I will help you to ensure you can live your desired lifestyle once work is over, whether retirement is 10 years away or much more imminent- People seeking pensions advice. I will help you understand the value of your pensions and establish what you can change to get better returns for your retirement- People concerned about IHT. I will help you mitigate Inheritance Tax (IHT), using the allowances available, to ensure that your assets stay within your family.You can reach me at a•••••@iWealth.net or 01•••••••40. Get in touch to arrange a free initial meeting, without obligation. I am confident that we will be able to help to you, now or in the future.
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