Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. We can help.
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Financial wellbeing specialist
As a financial wellbeing specialist, we deliver education sessions to help people build their financial confidence.
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Advice for the LGBTQ+ Community
For many people, finding someone you can trust is a big step and we recognise that if you identify as LGBTQ+, it can be an even bigger step. Talking about money is a topic that most people find difficult regardless of their background or how they identify.
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David Pert
OneWealth Ltd
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