OneWealth Ltd
OneWealth Ltd is a financial advisory firm that provides wealth management services to clients. The firm focuses on financial planning and aims to assist clients in achieving their financial goals.
- Tax planning
- Corporate services
- Retirement planning
- Protection planning
- Investment management
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Competitors
WB Wealth Limited is a financial advisory firm that provides bespoke planning and strategic financial advice to help clients achieve their financial goals.
The de Rouet Partnership Limited is a financial advisory firm that aims to assist clients with all aspects of their financial life and wellbeing.
Lockwood Wealth Limited is a financial advisory firm that helps clients organise their finances to achieve their life ambitions.
Company Details
OneWealth Ltd is operated by Onewealth Ltd and is a Active company incorporated on 4 May 2020 with the registered office located in Luton, Bedfordshire. Onewealth Ltd was registered 5 years ago.
Status
Active
Size
Small
Directors
2
Age
5 years old
Employees
17
Turnover
Unreported
Total Assets
£3.88M
Cash in Bank
£41.47K
Total Liabilities
-£2.15M
Teams
17
9
9
4
3
2
2
Managing Director • Joined Aug 2020
Managing Director
Head Of Operations • Joined Jun 2023
Head Of Advisory And Business Development • Joined May 2022
Business Administrator
Associate Adviser
Associate Adviser • Joined Aug 2024
Operations Support Specialist • Joined Feb 2024
Associate Financial Advisor • Joined Mar 2024
Business And Marketing Administrator • Joined Jan 2025
Associate Adviser
Associate Adviser • Joined Aug 2024
Associate Financial Advisor • Joined Mar 2024
Financial Adviser • Joined Jun 2024
Wealth Management Adviser • Joined Sep 2020
Wealth Management Adviser • Joined Nov 2020
Wealth Management Adviser • Joined Aug 2021
Wealth Management Adviser • Joined Apr 2022
Wealth Management Advisor • Joined Feb 2023
Managing Director • Joined Aug 2020
Managing Director
Head Of Operations • Joined Jun 2023
Business Administrator
Associate Adviser
Associate Adviser • Joined Aug 2024
Associate Financial Advisor • Joined Mar 2024
Financial Adviser • Joined Jun 2024
Wealth Management Adviser • Joined Sep 2020
Wealth Management Adviser • Joined Nov 2020
Wealth Management Adviser • Joined Aug 2021
Wealth Management Adviser • Joined Apr 2022
Wealth Management Advisor • Joined Feb 2023
Associate Adviser
Associate Adviser • Joined Aug 2024
Business And Marketing Administrator • Joined Jan 2025
Head Of Operations • Joined Jun 2023
Operations Support Specialist • Joined Feb 2024
Head Of Advisory And Business Development • Joined May 2022
Associate Wealth Management Adviser
View 17 members