With over 70 years’ experience from different backgrounds in Wealth Management, the team at OneWealth Ltd are more than equipped to support you on your financial journey.
We are here to offer you tailored financial advice that is bespoke to your specific needs, requirements, goals, and aspirations. With you we take every opportunity to gain an understanding of your personal, family, and financial circumstances which allows us to develop a relationship built off knowledge, trust, and respect.
As a team, we offer Financial Education sessions to companies providing employees with a greater understanding of financial subjects such as pensions and investments, with the aim of improving their knowledge and giving them peace of mind when it comes to their own personal finances. As the number one cause of stress in the UK, it also hugely benefits employers, especially whilst we face ever challenging times in the economy.
40 Bank Street