About us

We are with you every step of the way; investing in you for life. Because we believe that investing in your future starts today.

Our Philosophy

We believe that investing in your future is one of the most powerful things you can do today, so we are on a mission to help people like you do just that. 

We put our clients at the heart of everything we do and pride ourselves on our personal approach; our focus is on getting to know your aspirations for the future so we can work side-by-side to make them happen. 

Whether you’re actively working, retired, a business owner or an entrepreneur, our ambition is always the same: to create strategies and solutions that guide you to make the best financial decisions for your lifestyle and long-term goals.

Ultimately, we invest our time in planning for the future, so you can invest yours in the here and now. After all, you only get one life and there’s only OneYou, so let’s make the most of it. 

A wealth
of experience

Retirement planning

Wealth management

Investment strategies

Financial planning

Tax planning

Estate planning

Our background

Our team is focused on helping you understand your financial options so you feel empowered to get the most from your future. With a combined advising experience of over 80 years, we’ve helped thousands of people with our in-depth knowledge of pensions (pre and post retirement), investments and life assurance. 

We don’t believe in a one-size-fits-all approach, which is why we’ll work with you to understand your goals and make a tailored approach. Once we’ve made a plan, we’re in it for the long-haul and we’ll stay with you every step of the way to make strides towards where you want to be. 

Meet the team


How we work

We are with you Every Step of the way

Step 1

Getting in touch…

Let us know what you want to talk about and we’ll get in touch.

Step 2

Getting to Know You…

We need to learn more about you, your objectives, goals and current positions to ensure we know you.

Step 3

Tailored to you…

With you, we will set out your plan and what steps you need to take to move towards achieving your objectives.

Step 4

Review and Implementation…

Having agreed the way forward, we’ll implement and review your plan regularly so that we continue to make progress towards your future goals.