How We Work With You
Understanding Financial Planning
We’ve built a strong nationwide presence by acquiring local offices filled with experienced, committed, and highly qualified professionals. These individuals are dedicated to providing you with an unparalleled, professional, and cutting-edge financial planning experience. Our planners have extensive experience supporting clients from diverse backgrounds and with varied financial needs. At our core, we are firm believers in the positive impact of financial planning, not only on your finances but also on your overall well-being. We are a people-focused organisation, dedicated to building trust and serving as your go-to resource for financial planning.
How we work with you
We believe in transparency and ensuring that you know exactly what to expect from working with us.
We believe that it is critical to understand your goals and aspirations so that we may work with you to ensure your financial plan can support them. Our engagement process begins with an initial discovery conversation, specifically designed to delve into your life’s ambitions and determine the financial path that aligns with your vision. During this conversation, we engage in lifetime financial planning, exploring how your financial decisions can empower you to achieve what truly matters to you.
How can you improve on an excellent service?
William and Katrina
My financial planner has always acted in the most professional manner while showing care and concern for us and our family
Professional financial planning
Should you seek a financial planner over trying to do it yourself?
Financial planning is becoming more and more complex. In the UK we have a very challenging tax system and lots of regulation. Through good financial planning you will be provided with comprehensive, written advice that details the recommended strategies to help you reach your goals.
At One Four Nine Wealth, we add value to every client by ensuring that the
services they receive are tailored to their specific requirements. Our commitment to serving clients extends throughout the entire UK and we are dedicated to nurturing strong client relationships and delivering exceptional service, wherever you may be.
An ongoing service or ad-hoc financial planning?
Your finances change. Life changes. Tax changes.
In certain circumstances, ad-hoc or transactional financial planning maybe suitable. However, there are so many things that can change day to day and throughout your life that your plans will need to be revised and with an ongoing service, those revisions may only need to be tweaked.
Before we begin your financial freedom journey together, we will agree upon the specific service level that best suits your needs, whether that is an ad-hoc service or an ongoing service. This ensures clarity regarding the services provided and the associated costs, giving you peace of mind and confidence in our partnership.
All relationships are based on integrity and respect – two of our core values. Your dedicated Financial planner will spend time developing a deep understanding of your circumstances and objectives, which should be considered an ongoing process.
Call us today
Let’s discuss your lifetime financial planning journey and help you achieve your financial objectives.
