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Finance Awards 2018

iWealth Ltd

iWealth Ltd is one of the 2018 winners of Finance Awards at Wealth & Finance.

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About iWealth Ltd

Best Financial Planner 2018 – West Yorkshire

We are very proud to have been short-listed let alone to have won this award. I would like to thank everyone who nominated and voted for us. We place our clients at the heart of everything we do to deliver an exceptional wealth management service. Keeping our investment proposition in-house allows us to control the price of the proposition to our clients. We believe that if active management cannot add value for a client, then a cheap passive alternative should be used within the portfolio. Our growth in new clients comes through recommendation from existing clients or professional connections. If you would like to know more about what we do or apply to become a client, please contact us at hello@iwealth.net.
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