iWealth Financial
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
20 Parklands Close, Leeds, West Yorkshir...Phone Number
+44 1138800440Website
www.iwealth.netRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
1
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1
About iWealth Financial
iWealth Financial Ltd is an independent financial planning firm headquartered in Leeds, England. Founded in 2012, the company provides bespoke advice on pensions, Inheritance Tax, and estate planning. It serves high earners, business owners, and individuals planning for retirement across West and South Yorkshire. The firm delivers value through a five-stage financial planning process and active investment management, offering both wealth portfolio management and bespoke discretionary services. The company is run by a Chartered Financial Planner and is authorised and regulated by the Financial Conduct Authority.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
iWealth Financial
$5M
1-10
Private
-
2009
N/A
Company Profile Activity
Activity Insights
iWealth Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
iWealth Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about iWealth Financial.
iWealth Financial Tech Stack
A closer look at the technologies used by iWealth Financial
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iWealth Financial Ltd is an independent financial planning firm headquartered in Leeds, England. Founded in 2012, the company provides bespoke advice on pensions, Inheritance Tax, and estate planning. It serves high earners, business owners, and individuals planning for retirement across West and South Yorkshire. The firm delivers value through a f... Read More
