One Life Financial Planning Limited | Independent Financial Advisers

Financial Planning Ltd

Independent Financial Advisers

01656 785700
info@onelifefp.com

Our Policy


One Life Financial Planning Ltd is committed to providing the highest standard of financial advice and ongoing service. We are committed to ensuring that all of our actions will be guided by the principle that the interests of our clients are paramount. Our systems and procedures are designed to place our clients at the heart of the business. In our dealings, clients can expect that:


  • We will be open and transparent in the way we deal with you
  • We will not place our interests before yours.
  • We will be open and transparent in the way we deal with you

 

Our Service

One Life Financial Planning Ltd offer independent financial advice. This means we act on behalf of our clients, advising and arranging products from the whole of the market place. We will always establish exactly what your needs and objectives are prior to providing you with any advice.

Our role is one of an intermediary within the marketplace seeking out the best possible solution for you. If we arrange any contract(s) under your instructions, we will agree the level of service that you will receive in the future in writing to you. We will always confirm to you in writing the rationale behind any advice recommended or transaction carried out on your behalf.