Terms & Conditions

Please click to download the pdf document:

Client Agreement (version January 2021)


GDPR / Privacy Terms

One Life Financial Planning Ltd is strongly committed to protecting the privacy of personal data that we maintain about our clients.

From 25th May 2018 when the European Union's General Data Protection Regulation is enforced, we are required to verify that you are happy to continue receiving periodical newsletters.

We see our communications with our clients as a vital part of our ongoing service to you.

You will have the opportunity to opt out of receiving communications from us every time we contact you.  You may also wish to read our Privacy Terms and Disclosure document which provides further information about how we use personal data.

To read our full privacy policy, please click ong the 'Privacy Terms' link below to download the pdf document.

If you decide that you do not wish to receive some communications, please note that we may still be required to send you e mails regarding factual, transactional and / or servicing information in connection with the services that we provide to you.


Privacy Terms