Andrew has worked in the financial services profession for over 15 years.
He began in a managerial role at HSBC, trained as a paraplanner and then worked as an independent Financial Adviser at AEON for six years. He then founded iWealth in 2012 and has been the principal Financial Planner and Director ever since.
Today, Andrew specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, savings and investments, 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.
Best Independent Financial Advisers 2018 – Finest in Finance Awards 2018
Best Financial Planning Firm 2017 (Northern England) – Wealth & Finance Awards 2017
UK Advisory Firm of the Year – FinTech Awards 2018
Phone: 0113 880 0440
Address: Ground Floor, Princes Exchange, Princes Square