OneWealth Ltd - London

OneWealth Ltd is a leading financial planner located on the Fourth Floor of 40 Bank Street, E14 5NR, United Kingdom. The company can be reached by phone at 2080421000 or by visiting their website one-wealth.co.uk. The company specializes in financial planning and is known to offer exceptional services.

OneWealth Ltd is known for several points of interest, such as their Toilet facility and the recommendation of making appointments in advance. The company has garnered 4 reviews on Google My Business, earning an impressive average rating of 5/5.

Customers have praised OneWealth Ltd for their professionalism, preparation, and dedication to customer satisfaction. Many have appreciated the way they keep clients updated and open to making changes according to their needs. The performance of their financial plans has also been highly appreciated, in line with their forecasts.

OneWealth Ltd is a recommended choice for individuals looking to set up an ISA or pension.

Characteristics:

• Financial planner
• Professional and dedicated team
• Impressive performance
• Located in the heart of the United Kingdom

Recommended Information:

• Address: 40 Bank Street Fourth Floor E14 5NR, United Kingdom
• Phone: 2080421000
• Website: one-wealth.co.uk
• Appointments recommended

👍 Reviews of OneWealth Ltd

Ryan M.

5/5

Josh has been managing my pension for the past few years now and I have nothing but praise for the way he operates. Always prepared before a meeting with all the right information to hand and always checking in and updating me to make sure I am happy with the way things are going or if I want to make any changes. The performance has also been great and in line with his forecasts. Would definitely recommend working with Josh if you are hesitant about setting up an ISA or pension.

Harriet B.

5/5

I have used a financial advisor for the first time this year and Eloise has been absolutely fantastic since the start of my financial planning journey. She has been professional, detailed and taken the time to explain the whole process from start to finish. Thank you!

Shane C.

5/5

From the initial phone contact with Sam Anderson, he has been professional, knowledgeable and approachable. During all of our face to face meetings Sam has ensured that he explains options so that I can make the best decisions for me. I will recommend Sam to my friends and family, as I trust he would do a great job for them as he as done for me.

Marie C.

5/5

Eloise has been amazing on advising and helping me secure an ISA. Super informative and happy to help always. Would definitely recommend!