Client loginTax for individuals
A smart solution built for you
Preparing for the future is unique to each person, and when you are a higher-rate taxpayer, you’ve got additional financial worries. Certain concerns, like mitigating tax and Capital Gains Tax liabilities, are coupled with investments and planning for retirement.
By coming to us for advice, we can show you clearly whether you’re on track to achieve your goals and what can be done to help improve your tax position.
How we help
With financial planning at our core, our purpose is to help you live a life free from financial worry, which includes…
Resolving any Income Tax issues
Identifying Inheritance Tax liabilities
Setting realistic goals for retirement
Dealing with pension issues you might face
An investment portfolio that meets your objectives
We’ll do the heavy lifting. You enjoy the results.
Many people lack the time or know-how to manage their money properly. That’s where we step in; we assist in creating future plans and keep an eye on them while you concentrate on other significant aspects of your life.
When you approach us for a plan, we craft well-researched solutions that surpass your expectations and have your personal goals at the forefront.
A peek into the process
Looking ahead is essential. Explore each of the stages below to see where your journey with us will take you.
Step 1
No-obligation initial consultation
Following the initial referral, we will meet with you at our expense to establish what is important to you and learn about your current financial goals.
Step 2
Analyse your financial situation
Next, we use the information that we’ve gathered to analyse your financial position. We then diligently research potential solutions.
Step 3
Create a bespoke plan
In the background, we’ll build your unique plan. We’ll meet again to explain our recommendations so that you can make fully informed decisions.
Step 4
Implement our recommendations
Once you are happy to proceed, we’ll begin to implement our recommendations. We’ll help you complete all the necessary forms and ensure your applications are processed in a timely manner.
Step 5
Regular reviews of your plan
As your life changes, we’ll annually review your plans to ensure they take into account any changing personal circumstances, economic changes, and any new tax legislation or regulations.
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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