One Life Wealth

www.onelifewealth.co.uk

One Life Wealth التقييمات

تصنيف ممتاز
5.0
26 reviews تم التحقق
One Life Wealth
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التقييمات ( 26 ) 5.0

Michael Lewis
Michael Lewis
2024.12.15
My first meeting with Nick was around 2 years ago just after l retired. I wish l had made contact sooner. Although I had a reasonable idea about my finances l knew l was in need of help. l found this help in Nick who went to great lengths to make my Financial situation very clear to me. Stacking my cards very neatly in a row. This helped me to make those very important decisions that are needed on retirement. I now find myself feeling very comfortable and confident about the future. Thank you Nick and of course Julia. Having you both there has made me extremely happy. Mick A little update. I have now been in Nick and Julia's caring hands for 7 years. The service they supply just gets better and better. They are simply perfect. Mick
الرد من One Life Wealth 2019.11.21
Thanks Mick. This is great to hear.
Neil McDougall
Neil McDougall
2024.12.09
A great service throughout, from initial review through to the many years we have continued with them. One Life Planning have ensured we cna enjoy a worry free retirement
الرد من One Life Wealth 2024.12.10
Neil, thank you for the review. It means a lot.
Richard Eldridge
Richard Eldridge
2024.12.07
When Nick became our financial advisor I had multiple pensions and had major concerns about our ability to achieve a financially stable retirement. Now we have been retired nearly 3 years and have no money worries to concern us. Three holidays a year, concerts, meals out are all achievable without worrying if we can afford these. Also Julia should not be forgotten who keeps the wheels turning with all the efficient work she does alongside Nick.
الرد من One Life Wealth 2024.12.07
Richard, this is great to hear. A great example of why I love my job! Thank you.
steve harding
steve harding
2024.02.09
Professional & Personable wealth planning that I would recommend highly
الرد من One Life Wealth 2024.02.10
Thank you Steve. Given how long we've been working together (over 15 years now), that means a lot to me.
Susan Walsh Havens
Susan Walsh Havens
2024.02.08
I thoroughly recommend One Life Wealth Planning. Nick and Julia are very professional, explain all their proposals clearly and take any recommended actions quickly. And they are lovely, friendly people, who seem to truly care about their clients.
الرد من One Life Wealth 2024.02.08
Thank you Sue. It's our pleasure to look after you both.
Dominic Kaufler
Dominic Kaufler
2024.02.03
I have been a One Life client for several years. I'm very satisfied. The value of my investments has increased, my tax liability has been minimised. The service is top class.
الرد من One Life Wealth 2024.02.05
Dominic, thank you. It means a lot to me personally to know our clients feel we're looking after them well.
Stephen 0ram
Stephen 0ram
2024.01.17
5star experience - easy to understand financial guidance, great service over 10 years, and encouragement to focus on what matters to us.
الرد من One Life Wealth 2024.01.17
Oh Steve, thank you. Your comments made me smile!
Roger Mills
Roger Mills
2024.01.12
One never knows if reviews are genuine or entirely made up! Well this one is genuine and I don`t often do this! To keep it short and to the point. My wife and I consider ourselves very fortunate, I) to have found him in the first place 2) to become clients 3)to have benefitted from his financial expertise over some time now and 4) most importantly ,know we are in safe hands.
الرد من One Life Wealth 2024.01.13
Thank you Roger. It's my pleasure to look after you both.
John Truscott
John Truscott
2024.01.10
An IFA who takes a real, personal interest in you and who goes out of his way to be available with clear advice and helpful ideas.
الرد من One Life Wealth 2023.12.02
Thank you John.
Robert Durrans
Robert Durrans
2024.01.05
I have been a client of one life for many years now and very much appreciate all the help and advice I am given with planning for my future. I recommend you make a call to the team if you want honest professionalism for your future wealth planning.
الرد من One Life Wealth 2024.01.05
Bob, thanks so much for your kind words.
colin young
colin young
2023.11.30
With Nick's help, we were able to create a robust financial plan. It was extremely worthwhile to have all our finances documented so that they could be tweaked and extrapolated into the future. We are very grateful to Nick for the help he has given us.
الرد من One Life Wealth 2023.12.01
Colin, thank you so much for your kind words. Knowing we're making a difference is great to hear.
Elizabeth Emmons
Elizabeth Emmons
2023.04.02
Instructing Nick to look after our finances has transformed our lives. Before doing so we were both planning to work until 67, as we felt we needed our state pensions in order to take that step. We now find ourselves comfortably able to retire 5 years earlier than we had thought would be possible, solely as a result of Nick’s investment and tax advice, and his shrewd financial planning, which has been explained with such clarity that two of the least savvy people in this field have been able to understand what was being proposed and why! Not only have the results been spectacular, but the level of service from Nick and Julia could not be bettered. Thank you both!
الرد من One Life Wealth 2023.04.05
Liz, thank you for your comments. The absolute BEST part of my job is knowing we're able to make a difference.
Peter Randall
Peter Randall
2023.03.17
I had always considered myself financially astute but with retirement looming I wanted to ensure that not only did I have enough to be comfortable but also that my wife would have no worries after my demise. The most important criteria was that the financial advisor I chose was someone I could trust implicitly. Our first meeting we hardly touched upon finances moreover what I wanted out of life for not only myself and wife but also my 3 children. It’s been 6 years now and Nick has guided us so my pension and ISA’s are invested properly. I have nothing but good words for Nick and One Life Planning and have no hesitation recommending him
الرد من One Life Wealth 2023.03.17
Peter, thank you SO much for your kind words. So much appreciated. I always look forward to our meetings.
Peter Baker
Peter Baker
2023.02.12
Engaged One Life Wealth to conduct a strategic review of our finances. They delivered precisely what we needed. Along the way, they educated us on a bunch of personal finances issues. We came away with a very clear sense of our financial goals and how to achieve them. Very pleased. Highly recommended.
الرد من One Life Wealth 2023.02.19
Peter, thank you so much for your review and more comprehensive feedback received separately.
Mark Harvie
Mark Harvie
2023.01.29
I have used a number of advisers in the past, all of whom have not at all lived up to expectations. I joined One Life Wealth a number of years ago, and the advice, service and overall engagement I have received from Nick and Julia has been nothing short of exceptional. More than once have they gone much further than the extra yard to help me with some fairly complicated circumstances, and I could not be happier. Thank you both.
الرد من One Life Wealth 2023.01.30
Mark, thank you so much for your kind words. Much appreciated.
Didi Pearson
Didi Pearson
2022.12.20
Nick and Julia are great to work with. I have benefited from loads of sensible advice over the years from Nick and Julia is very efficient. The support from them both, particularly in times of major change in my circumstances, has been invaluable to me.
الرد من One Life Wealth 2023.04.05
Hi Didi. BIG thanks for your kind words. I'm looking forward to our next meeting.
Corinne Mortimer
Corinne Mortimer
2021.05.10
Following some big changes in my life, I was getting really tied up in knots regarding my financial position. I had some big decisions to make about my future and I’d been stressing for months about them. I felt like I was at a crossroads with no signs. What a difference my conversations with Nick made! I really felt he understood what I was trying to achieve and he explained his suggestions to me in a way that made perfect sense. For the first time in my entire life, I have a clear plan in front of me (which I am now working on). I highly recommend Nick Evans and only wish I’d talked to him sooner.
الرد من One Life Wealth 2021.05.10
Thanks so much for your kind words. I'm really glad you found things so helpful.
Jim Smith
Jim Smith
2020.01.20
Nick has been our financial advisor for over six years now. Having taken early retirement, Nick's understanding and knowledge of the pension market led us to feeling secure and positive in our retirement years. We wholeheartedly agree with all the previous testimonials, and would add that having moved to a different part of the country, we have chosen to continue using Nick as he provides an outstanding service. We happily make the journey back for our face to face reviews.
الرد من One Life Wealth 2020.01.20
Jim, thanks so much for these comments. They mean a lot.
Caroline merrett
Caroline merrett
2019.12.17
الرد من One Life Wealth 2019.12.17
Thank you Caroline.
Terry
Terry
2019.11.26
Nick has been our financial advisor for five years and he offers an outstanding service. He is very professional, yet personable, and is easy to talk to. At our first meeting, he listened carefully to our situation and was able to fully explain (in language we could understand) the various options available to us. Nick’s advice is invaluable, and we feel much better knowing that our financial future is secure.
الرد من One Life Wealth 2019.11.27
Thank you Terry. These comments mean a lot.