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One Life Wealth Planning Ltd.

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One Life Wealth Planning Ltd.

Profile:

We regularly provide comment in both the trade press and national papers. We contribute to “Wealth Checks” in the Independent and the Moneywise magazine. Our support of the media saw us nominated in 2012 as “Pensions IFA of the Year” in the Unbiased.co.uk Media Adviser Awards. We have also been shortlisted for a number of local business awards and recently were named as winner in the East of England Small Business Championships 2013.

For the last two years, we've been involved in Dragon’s Apprentice – a St Albans based project linking A Level students, local charities and local business. The aim being to encourage an entrepreneurial spirit in young adults and to help them raise money for charity. We also undertake an annual charity challenge and this year raised over £700 for CLIC Sargent - a charity supporting kids with cancer.

Overview:

We are a young firm with a wealth of experience. We have a fresh approach to professional money advice and we’re sure you’ll like it.

One Life Wealth Planning has a simple mission - to put you at the heart of what we do and to use our skills and knowledge to help make a tangible difference.

Like all good things, we continue to evolve. We listen and we learn. We sincerely hope that this never stops.

Member:

We are active members of the St Albans Chamber of Commerce.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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