One Financial Solutions Ltd
475 Godstone Road
Warlingham
Whyteleafe
02037149565
CR3 0BL
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(461598) 2 Plan Wealth Management Limited
We are independent Financial Advisers with over 25 years' experience in banking and finance and a wealth of knowledge and experience in advising personal clients as well as FTSE 250 corporate bodies.
We are passionate about our profession, so decided to go it alone and set up our own company, One Financial Solutions. We pride ourselves on being truly independent, meaning that we can access the whole of the market to help clients like you find the right solutions, at the right time, for your financial needs.
We can advise in a number of areas for your own personal needs and also the needs of your business, including investments, pensions, savings, inheritance tax planning*, mortgages, equity release, life insurance, business protection and more...
We are happy to come and meet you in the comfort of your own home, at a time that is convenient to you, or at our offices in Leatherhead and Whyteleafe.
We thoroughly enjoy helping people from all walks of life and we're lucky enough that our work in the community along with our roles as Independent Financial Advisers has allowed us to do so.
Thanks for reading our profile, please do get in touch if you feel we can be of service. We'd be happy to help.
*Tax planning is not regulated by the Financial Conduct Authority.
One Financial Solutions Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.