We provide truly independent financial advice, sourced from the whole of the financial services marketplace, for individuals and commercial businesses throughout the United Kingdom. It's not just tangible assets that need to be insured. If you own a business you should consider insuring against either losing control of it or even losing it altogether.
Does this affect you? Your employee benefits package will determine whether you win and keep the staff you really want. We can help you develop and manage a package with a competitive edge. If you have surplus money it makes sense to invest it; but you really do need to know what you're doing. With our expertise and years of experience we're here to help you.
It's the largest financial undertaking most of us will ever make and the consequences of getting it wrong can be catastrophic. We can provide the help you need. We insure everything around us but often fail to insure ourselves. What effect would that have on either us or our dependants if we suddenly became seriously ill or died?
Does this affect you? Your employee benefits package will determine whether you win and keep the staff you really want. We can help you develop and manage a package with a competitive edge. If you have surplus money it makes sense to invest it; but you really do need to know what you're doing. With our expertise and years of experience we're here to help you.
It's the largest financial undertaking most of us will ever make and the consequences of getting it wrong can be catastrophic. We can provide the help you need. We insure everything around us but often fail to insure ourselves. What effect would that have on either us or our dependants if we suddenly became seriously ill or died?
Services
Hello, I'm Wayne Griffiths, the founder of One Financial Solutions, and I'd like to personally welcome you to our website and introduce you to the company.
As a client, you go to a financial adviser expecting to get expert advice about subjects you may know little about.
You invest your trust in the adviser, expecting them to give you the best possible advice about your finances and how to manage them.
It's a privilege to be asked and a responsibility that cannot be taken too lightly.
Having been providing financial advice to retail clients and commercial organisations since 1993, I'm all too aware of what should happen and very conscious of what can sometimes go wrong.
As a client, you go to a financial adviser expecting to get expert advice about subjects you may know little about.
You invest your trust in the adviser, expecting them to give you the best possible advice about your finances and how to manage them.
It's a privilege to be asked and a responsibility that cannot be taken too lightly.
Having been providing financial advice to retail clients and commercial organisations since 1993, I'm all too aware of what should happen and very conscious of what can sometimes go wrong.
Our financial wellbeing is vital to each and every one of us, it's something we all work hard to achieve, guard fiercely and like to keep private.
So, if you do need financial advice, and we all do from time to time, how do you choose who to provide it?
How do you decide who you can trust to give you 'The Best Advice'?
These days most IFAs give excellent advice; if they didn't, they wouldn't survive, and with the guidance of the FCA, the Financial Conduct Authority, our regulatory body, standards continue to rise.
So, if you do need financial advice, and we all do from time to time, how do you choose who to provide it?
How do you decide who you can trust to give you 'The Best Advice'?
These days most IFAs give excellent advice; if they didn't, they wouldn't survive, and with the guidance of the FCA, the Financial Conduct Authority, our regulatory body, standards continue to rise.
Our culture is forged from a set of interrelated principles and standards that influence and guide how we work and how we interact with you.
Our reputation has been built from a combination of the expertise and knowledge of our advisers, maintaining our independence and satisfying our clients' expectations.
We've a great reputation, we want to keep it!
Our knowledge and experience are valuable assets and can provide you with tangible benefits.
We are proud about what we've done, what we do and what we will do.
Our reputation has been built from a combination of the expertise and knowledge of our advisers, maintaining our independence and satisfying our clients' expectations.
We've a great reputation, we want to keep it!
Our knowledge and experience are valuable assets and can provide you with tangible benefits.
We are proud about what we've done, what we do and what we will do.
We will be looking for firms to base their culture and how they run the business on a foundation of fair treatment for customers.
Whilst we recognise that firms need to be sustainable, we will not let a firm compromise fair treatment of customers to achieve financial success.
Treating Customers Fairly provides the foundations of the way the FCA expect IFAs to deal with their customers.
It's one we believe in.
Totally.
In fact, at One Financial Solutions, we try not to use the abbreviation 'TCF', preferring to use the term 'treating customers fairly' as a constant reminder of our responsibilities to you.
Whilst we recognise that firms need to be sustainable, we will not let a firm compromise fair treatment of customers to achieve financial success.
Treating Customers Fairly provides the foundations of the way the FCA expect IFAs to deal with their customers.
It's one we believe in.
Totally.
In fact, at One Financial Solutions, we try not to use the abbreviation 'TCF', preferring to use the term 'treating customers fairly' as a constant reminder of our responsibilities to you.
If you wish to register a complaint, please write to 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ or telephone 0113 3021369.
You may also be able to refer your complaint to the Financial Ombudsman Service.
Their contact details are: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR.
You may also be able to refer your complaint to the Financial Ombudsman Service.
Their contact details are: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR.
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