One Life Wealth Reviews

Simon Wheadon 2025.05.06

     

Been with One Wealth for just over a year now and have to say the service has been exceptional. Getting external advice, support and guidance was and continues to be invaluable.

Useful Report

Reply from One Life Wealth 2025.05.06

Simon, thank you so much for these words. Much appreciated.

Catherine Ross 2025.03.08

     

Very much recommended. One Life have helped us to think through our financial security in different scenarios, and enabled us to invest according to our values and objectives. Very easy to work with, proactive, and helpful.

Useful Report

Reply from One Life Wealth 2025.03.12

Thank you Catherine. That means a lot. :-)

Carole T 2025.02.19

     

I cannot fault the service that both Nick & Julia supply. They are so efficient with everything that they do. If you want your financial future sorted, Nick is the person to go to.

Useful (1) Report

Reply from One Life Wealth 2025.02.21

Carole, thank you, particularly as we've just passed a special anniversary for our time together. It means a lot to hear read your comments. Thank you too for mentioning Julia. She's amazing!

Sara Tidy 2025.02.17

     

Nick is simply fantastic. He explains the complicated with great clarity and patience, especially to someone like me who finds all things financial somewhat bewildering and scary. He has managed my funds with trust, confidentiality, creativity and care and has delivered amazing results so far. I would recommend him most highly!

Useful Report

Reply from One Life Wealth 2025.02.21

Sara, thank you so much for your kind words. It is always a pleasure to speak with you and to know we're making a difference.

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

Useful Report

Reply from One Life Wealth 2019.11.21

Thanks Mick. This is great to hear.

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

Useful Report

Reply from One Life Wealth 2024.12.10

Neil, thank you for the review. It means a lot.

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.

Useful Report

Reply from 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 2024.02.09

     

Professional & Personable wealth planning that I would recommend highly

Useful Report

Reply from 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 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.

Useful Report

Reply from One Life Wealth 2024.02.08

Thank you Sue. It's our pleasure to look after you both.

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.

Useful Report

Reply from 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.

Steve 2024.01.17

     

5star experience - easy to understand financial guidance, great service over 10 years, and encouragement to focus on what matters to us.

Useful Report

Reply from One Life Wealth 2024.01.17

Oh Steve, thank you. Your comments made me smile!

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.

Useful Report

Reply from One Life Wealth 2024.01.13

Thank you Roger. It's my pleasure to look after you both.

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.

Useful Report

Reply from One Life Wealth 2023.12.02

Thank you John.

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.

Useful Report

Reply from One Life Wealth 2024.01.05

Bob, thanks so much for your kind words.

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.

Useful Report

Reply from 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 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!

Useful Report

Reply from 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 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

Useful Report

Reply from 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 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.

Useful Report

Reply from One Life Wealth 2023.02.19

Peter, thank you so much for your review and more comprehensive feedback received separately.

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.

Useful (1) Report

Reply from One Life Wealth 2023.01.30

Mark, thank you so much for your kind words. Much appreciated.

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.

Useful (1) Report

Reply from One Life Wealth 2023.04.05

Hi Didi. BIG thanks for your kind words. I'm looking forward to our next meeting.