If you wonder where your money has gone at the end of the month, wonder if your savings could be working harder, wonder what retirement will look like and how you can prepare, then you will benefit from The One Plan.  You work hard for your salary and want to make sure you're doing the right things with your money. It can be very easy to get caught up in the present and not think about the future. We want to work with you to advise how best to allocate your money towards current spending requirements and future income needs.

 

​We will look at your current spending and advise on any savings you could make with utilities, insurance, tax etc. We will assess the benefits you have with your company and pension and advise on any changes necessary to your current situation.

 

What you will gain:

 

• Clarity around your financial goals and how to reach them.

• Understanding of your current cover and what you really need.

• Advice on your pension and how retirement looks so far.

• Guidance around how to make the most of your savings.