One Financial Solutions – Personal Wealth Review
At One Financial Solutions, we believe that we truly need to support everyone through their life’s journey, whether that’s buying your first home, running your own business, or thinking around your legacy.
We are proud to have achieved a ‘Top Rated Advice Firm’ by Vouched for, for the 5th successive year in a row. Voted for by our clients.
That’s why we are committed to truly looking to make a difference, with trusted independent advice that puts you, your family, or your business first.
We can help individuals and families along your life’s journey:
- Planning for retirement – Pension Review
- Making the most in retirement
- Investing for the future
- Sustainable and Responsible Investment
- Mortgages- Buying, selling or just looking for a better deal.
- Protecting you and your estate
- Inheritance tax planning
- Helping the next generation to save.
We also look to help businesses right across the UK:
- Protecting the business and key individuals
- Company life, critical illness, and income protection
- Private medical
- Auto Enrolment
- Free Employee Financial Wellbeing scheme
- Support with overall employee benefits.
All it takes is…..
One Thought, One Dream, One Home …. One Financial Solutions
“Financial Wellbeing is about understanding where I am now, thinking and planning where I want to be tomorrow and every day after that. By understanding what steps, I need to take, will help to make sure tomorrow I am a step forward in getting to those dreams, goals and milestones.
It’s about thinking as a family or as an individual and talking openly about money, not making it a taboo subject, having confidence that it’s not about having the most money, but have enough to do the things in life that make you and your family happy both now and, in the future” - Mark French Strategic Partnership Director.
We start with a complementary free, no obligation initial consultation to understand you needs, your family’s needs or your business needs. To arrange a call enter your details here
www.onefinancialsolutions.co.uk
One Financial Solutions is an Appointed Representative of 2plan wealth management Ltd which is authorized and regulated by the Financial Conduct Authority. One Financial Solutions is entered on the FCA register (www.fca.org.uk) under reference number 607130. Registered office: Chapter House, 33 London Road, Reigate, Surrey RH2 9HZ. Registered in England and Wales, company registration number: 08141263.
How can we help you?
Call us today on 01323 644222 to get the specialist help you need.