2017

Congratulations to Wayne, Christine and Thandi! Wayne and Christine passed the CII’s ‘ER1’ exam meaning they can give advice about equity release. Thandi passed the CII’s ‘RO7’ exam, bringing her a Certificate in Advanced Mortgage Advice, the highest attainable qualification in mortgage advice.

Wayne receives the ‘Corporate Adviser of the Year’ award from 2plan wealth management at their annual awards’ dinner at Pennyhill Park on 14th July 2017.

Wayne is interviewed by South East Business magazine and becomes the ‘Financial Advice Expert’ on the magazine’s ‘Ask the Expert’ panel.

We celebrate being in our Sutton office for a year.

Amit Mittal joins the team as an IFA and, having joined as a Paraplanner, Daniel Karim moves to the IFA team.

2016

December

We raise over £625 for children at Great Ormond Street Hospital, our 2016 Christmas Charity
(see https://www.onefinancialsolutions.co.uk/our-christmas-charities/).

We celebrate One Financial Solutions’ 4th anniversary.

 
Daniel Karim joins the team as a Paraplanner.

September

 
Danielle Cook, our Operations Director receives her law degree at a graduation ceremony at London’s Barbican Centre; Danielle becomes our Legal Counsel.

Christine Tucker gains her CII Certificate in Advanced Mortgage Advice and becomes a member of the Society of Mortgage Professionals.

July

 
Wayne’s first interview, with ‘Adviser Business Review’, was published, setting out his vision for One Financial Solutions’ future.

Wayne receives an ‘Outstanding Performance’ award from 2plan wealth management at their annual awards’ dinner at Brocket Hall on 1 July 2016.

June

 
We move from Lombard House, Croydon, to Building ONE, Sutton. During the two years and three months we were at Lombard House our team more than doubled in size – we needed a (much) larger office.

May

Kirsty Jimmison joins the team as an additional Office Administrator.

February

Sharon Brooks joins us as a Mortgage Administration Officer.

2015

December

 
 
We celebrate our third anniversary and win our first award, hopefully one of many to come for our team. We also hold our first Christmas charity event, raising over £500 for Purley Food Hub, a local charity that helps those in our community who are in crisis and need support to feed their families.

August

 
Rebecca Matthews joins the team as an Office Administrator taking over from Lianne Tagg who transfers across to one of our sister companies.

November

Wayne is awarded 2plan wealth management’s ‘Protection Adviser of the Year 2015’.

March

 
Thandi Larbi joins the team as our Office Manager and Harshida Pandya joins as an additional Client Relationship Manager.

January

Alex Mason becomes Executive Business Development Manager.

2014

December

 
Our second anniversary! The company is going from strength to strength. Since it was founded it’s grown from just two people to a great team of 14.

July

Mark Deasy joins us as an IFA.

Danielle and ‘AJ’ complete the ‘Race for Life’, raising over £1,000 for Cancer Research.

March

Alex Mason joins us as an IFA.

January

Ajantha Ranjan, ‘AJ’, joins us as Finance Manager and Lianne Tagg as an Office Administrator.

2013

December

 
We celebrate our first anniversary. Due to the high demand for our services during our first year, the team has grown to four IFAs and we had to open a second office to accommodate the growing business.

November

 
Christine Tucker joins as an IFA and we open a second office, Lombard House, Croydon, to meet demand for our services.

October

Andrew Lee joins as an IFA.

June

Paul Keeley joins as an IFA.

2012

December

 

One Financial Solutions was formed by Wayne Griffiths. The new company joins the 2plan wealth management network as an Appointed Representative, the office in Leatherhead opened and Danielle Cook joins as Operations Manager.