Attention: You are using an outdated browser, device or you do not have the latest version of JavaScript downloaded and so this website may not work as expected. Please download the latest software or switch device to avoid further issues.
| 10 Feb 2022 | |
| Written by Bob Wells | |
| Financial & Investment |
I am a fully Independent Financial Planner and Wealth Manager. I help successful people to set and meet their financial goals, ensuring their financial well-being both now and into the future.
My clients are good at what they do and they are savvy - they know the benefits of engaging specialists to support them. They're experts in their fields and know that professional advice enables them to keep their eye on the ball, confident they'll get exceptional results. Nowhere is this more important than in the complex, ever changing world of finance, tax and investment.
The One Financial team bring to bear expertise, experience, first-class analysis and the very latest technology for the benefit of our clients. We have a unique process designed to deconstruct, analyse and then reconfigure our clients' financial planning. We take time to get to know their goals. - then we get to work on their behalf.
Coverage
I am based in Cheltenham and cover the South of England, South West and London - my clients can choose how we work together, whether they prefer remote engagement, using video conferencing, or meeting face to face in London and Cheltenham.
If you're interested in learning how we can help you or you'd like to discuss getting better results, reducing costs and maximising returns from any aspect of your finances or those of your business, contact me to book a complimentary initial consultation.
07852 726 003
bob@onefinancialsolutions.co.uk
www.onefinancialsolutions.co.uk
I'm a member of the Chartered Insurance Institute (CII) and fully qualified (DipPFS Certs MP&ER) to provide regulated financial planning, mortgage and equity release advice.
Investment planning and management
Retirement planning and Pension planning
Extraction strategies for Business Owners
Life insurance and serious illness protection
Inheritance-Tax planning or Estate Planning
Tax mitigation strategies
Risk management
School/University Fee Planning
Commercial Finance
Business and General Insurance
Employee Benefits
Mortgages (domestic and commercial)
Equity Release