What We Do - Preserve

Onelife Planning

A Creative Way Of Thinking About Financial Planning

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Contact us on 01989 763949 / 07801 921124 or Email us at enquiries@onelifeplanning.co.uk

A Creative Way Of Thinking About Financial Planning

As you grow older, you will discover that you have two hands, one for helping yourself, the other for helping others.

Audrey Hepburn


In our dealings with clients it is apparent that most people want to ensure they have the financial independence of having enough capital available to support themselves at whatever stage of life they are at.

Just as importantly, most people do not want to be a burden to their family especially if funds are needed later in life for any future nursing care provision.

Having said that, most clients would also like to be able to pass on some form of legacy to future generations.

At Onelife Planning we will help you to construct your affairs so that you will be able to support your own needs during your lifetime and also in the later stages of your life.

We will also help you to plan your affairs so that, if wanted, you can gift your assets over time ‘with a warm hand’ and have the involvement and enjoyment of seeing others benefit during your lifetime.

We’ll also help you to make provision for the people who are most important to you and ensure that they are protected and provided for in the event of your death.

Planning of this nature is not only limited to individuals and families, it is also important for business owners and we will work with you to create an appropriate route for any business legacy you might leave behind. After all, you have worked hard to create something and it would mean a lot to others to see this continue to grow and develop in the event that you are no longer at the helm.

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