One Life Financial Planning Ltd - Porthcawl

Introduction to One Life Financial Planning Ltd

One Life Financial Planning Ltd is a dedicated financial planning firm situated in Porthcawl, South Wales. The company operates from its address at 267 New Rd, Porthcawl CF36 5BG, United Kingdom. Conveniently accessible via telephone at 1656785700, and with a comprehensive online presence at onelifefp.com, One Life Financial Planning offers a range of services designed to help individuals and families achieve their financial goals. They pride themselves on providing personalized advice and support, building long-term relationships with their clients based on trust and integrity.

Services Offered

At its core, One Life Financial Planning specializes in providing comprehensive financial planning services. This encompasses a broad spectrum of areas, including:

• Retirement Planning: Assisting clients in planning for a comfortable retirement, considering factors such as pension contributions, investment strategies, and income drawdown options.
• Investment Management: Creating and managing investment portfolios tailored to individual risk profiles and financial objectives.
• Mortgage Advice: Providing expert guidance on mortgage options, helping clients secure the most suitable financing for their needs.
• Insurance Planning: Evaluating insurance requirements and recommending appropriate coverage to protect clients' assets and loved ones.
• Estate Planning: Developing strategies for efficient estate management, ensuring assets are distributed according to clients' wishes.
• Tax Planning: Offering advice on minimizing tax liabilities through strategic financial planning.

Location and Accessibility

The firm's physical location at 267 New Rd, Porthcawl CF36 5BG, is easily accessible. Notably, the premises feature a wheelchair-accessible entrance and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accessibility for all clients. Appointments are recommended to ensure dedicated time and personalized attention. The team understands the importance of a comfortable and convenient experience for their clients.

Client Feedback and Reputation

One Life Financial Planning has garnered positive feedback from its clients, as evidenced by two reviews on Google My Business. These reviews consistently highlight the firm’s efficient, knowledgeable, and helpful approach. Clients appreciate the team’s ability to clearly explain complex financial concepts and provide tailored solutions to their specific circumstances. The emphasis on building strong client relationships is a key factor in the company's success. Their dedication to building trust is a cornerstone of their business model.

Team Expertise and Approach

The team at One Life Financial Planning comprises experienced and qualified financial professionals. They are committed to staying abreast of the latest market trends and regulatory changes, ensuring that clients receive up-to-date and informed advice. They operate with a client-centric philosophy, prioritizing the needs and goals of each individual. The firm’s approach is characterized by:

• Personalized Advice: Recognizing that each client’s situation is unique, they develop customized financial plans.
• Clear Communication: They strive to explain complex financial matters in a straightforward and understandable manner.
• Ongoing Support: Providing continued support and guidance to clients throughout their financial journey.
• Integrity and Transparency: Maintaining the highest ethical standards and operating with complete transparency.

Contact Information and Resources

For further information or to schedule an appointment, please contact One Life Financial Planning Ltd at the following:

• Address: 267 New Rd, Porthcawl CF36 5BG, United Kingdom
• Phone: 1656785700
• Website: onelifefp.com

Clients are encouraged to book appointments in advance to ensure availability. The firm’s commitment to accessibility extends beyond the physical location, offering a seamless experience for all clients, regardless of their needs. Further details regarding their services and team can be found on their website. The firm continues to focus on financial security and long term planning.

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👍 Reviews of One Life Financial Planning Ltd

Paul D.

5/5

Excellent company. Chris Ellis and the team are efficient, knowledgeable and very helpful.

Kit L. Y.

3/5