Client loginOur story
A client-centred pioneering firm
Founded in 2023, we offer financial planning advice to business owners and individuals all over the UK.
We are completely invested in delivering the best outcomes to our clients and we work in partnership with you. We give you our time, full attention and absolute best effort, day after day and year after year.
Andrew Woolhouse
Director & Chartered Financial Planner
As a Chartered financial planner, Andrew excels in wealth management, assisting clients with diverse needs, including pensions, investments, and taxation. He takes great pride in helping people make the most of their money.
Joy Woolhouse
Finance Director & Office Manager
With more than two decades of expertise as a Chartered Accountant, Joy supports Andrew in managing the daily operations at Cadlam, offering accounting, compliance, administration, and paraplanning assistance.
Everything we do starts with you
A lot of terms come to mind when you think of financial planners. But when you think of Cadlam Wealth, we really want one word to come to mind: high quality.
Our knowledge, communication, and commitment to your finances ensure we exceed your expectations and continue to provide a gold-star service right now and well into the future.
Don’t just take our word for it – read positive feedback in our clients’ own words by visiting Andrew’s VouchedFor profile.
Here's what people say about us
“Both my wife and I have known Andrew for several years. In that time, he has become a trusted adviser to us and is someone who we have implicit faith in. We feel secure with him dealing with our finances and would highly recommend his services.”
Chris Blantern
“We needed to fund a renovation project and carefully consider Inheritance Tax in the process. Andrew was quick to understand the complexities of our situation and put forward various options, explaining them clearly. He was very proactive, which is what we needed.”
Elizabeth Naish
“Andrew helped me sort all my pensions and gave invaluable help and advice regarding investments. He is always available and keeps me abreast of any changes in government policy that may affect me.”
Diane Waterhouse
“After a difficult trading year and my nervousness, as usual, Andrew has calmed my fears and put my mind at ease. I’d recommend him to anyone who expressed a need to speak to an adviser.”
Richard Nicholls
“Andrew has my complete confidence. He does his research, talks carefully through the options, listens to questions, deals with my uncertainties, and all in the most pleasant, personable manner.”
Bob Watt
Cadlam Wealth is a trading style of iWealth Financial Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 949845, which can be verified by visiting the FCA Register – click here to view.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Companies House Registered Address: iWealth Financial Ltd., 20 Parklands Close, Moortown, Leeds, West Yorkshire, LS17 6TA. Registered in England. Company number: 13335250.
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