Individuals

At One Pension Consultancy we also provide investment consulting and retirement planning for higher worth individuals.  The cornerstone of our financial planning process for individuals is a detailed understanding of our customer’s financial position, and a full appreciation of their aims, aspirations and objectives.  This information, combined with a thorough and comprehensive review of the options available in the market, result in a bespoke recommendation which will be discussed, implemented and reviewed as appropriate.

We offer unbiased and unrestricted financial advice, so that the correct investment vehicle and appropriate asset allocations are considered as are the use, or otherwise, of insurance products.  Advice is delivered in writing, with detailed recommendations and clear explanations covering the areas of highest priority.

If you would like to discuss your investment and retirement planning options please contact Duncan Revolta in the Southampton office.