What We Do - Protect

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

From what we get we can make a living; what we give, however, can make a life.

Arthur Ashe

Protect

The older we get and the more experience of life we have the more we are likely to come into contact with or know someone who has suffered from serious illness, disability or who has died.

These circumstances can create challenges for individuals, families and business owners and the effects of these can have long lasting implications.

At Onelife Planning we have first-hand experience of these matters and we work with our clients to enable them to protect their loved ones from unexpected circumstances and ensure they can support themselves through difficult times.

But protecting the people you love is not limited to providing a financial benefit. We also work to ensure that in the event that you cannot manage your affairs yourself, then there is someone else you have nominated to ‘stand in your shoes’ and manage your affairs for your personal benefit.

In the event of death, it is important to ensure that your assets are passed on in a timely manner and in accordance with your wishes. We will work with you to help you protect your loved ones using generational and bloodline planning strategies where appropriate.

Protection is at the core of what we do, and protecting you, your family or your business interests is at the heart of the Onelife Plan we will help you to create.

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