In this section of the website we’ll explain who we are, what we do, how we work and how you engage us. We’ll also show you some of the documentation we use and explain why we need it and what we use it for – we hope that doing so will give you confidence in how seriously we take our work, ease you into the process and help you prepare.
One Financial Solutions is a firm of independent financial advisers.
We pride ourselves on our independent status. We are authorised to offer you advice about products and services drawn from the whole financial services’ market which includes pensions, investments, insurance and mortgages. We do not act on behalf of any bank, any building society, any insurance company or any other financial institution which means we are completely free to act on your – our client’s – best interests at all times.
The scope of the service we offer is comprehensive, ranging from providing expert advice about your unique and often complex needs through to carrying out practical actions to give you the best possible outcome.
We use a tried-and-tested process called the ‘Financial Advice Process’ which, depending on what you engage us to do, consists of either three or four specific, very defined, steps: Consult, Advise, Implement and Service.
As a client you’ll receive:
- unbiased advice from a qualified independent financial adviser
- in-depth expertise drawn from our team of professional advisers
- access to our unique wealth management process
- a commitment to providing transparency in costs, charges and fees
- peace of mind from our commitment to regulatory and professional standards
Ensuring you have the best possible ‘client experience’ is of paramount importance; our advisers pride themselves in building lasting relationships with their clients with the ambition of becoming their ‘trusted adviser’ and to provide ‘one solution’ for all their financial needs.
How can One Financial Solutions help you?
We advise on a wide range of financial services including protection for both you and your business, general and business insurance, savings and investments, commercial finance, pensions and auto enrolment, employee benefits, profit extraction and mortgages: our aim being to offer you ‘one solution’ for all your financial needs.
We provide truly independent financial advice, sourced from the whole of the financial marketplace, for individuals and commercial businesses throughout the United Kingdom.
Please call us on 020 3714 9565 for a confidential conversation about how we can help you, or ask us to call you by sending an email to firstname.lastname@example.org.