One Financial Planning Ltd
One Financial Planning provides financial planning services that include protection, pension, investment, and estate planning. They have been offering professional advice and customer service since 1987.
- Investments
- Pension Advice
- Life Insurance
- Estate Planning
- General Insurance
- Business Protection
- Retirement Planning
- Corporate Financial Advice
Locations
Digital Popularity
Social Media
LinkedIn133 Followers
Competitors
Tru Wealth Ltd is a financial services company dedicated to helping individuals and organisations secure their financial future through expert advice and tailored solutions.
David McDonald Financial Services is a firm of financial planners based in Bath St, Glasgow, with over 50 years of experience in the financial sector.
Georgetown Wealth Management provides professional, trustworthy independent financial advice, helping clients create the financial future they desire.
Company Details
One Financial Planning Ltd is operated by One Financial Planning Ltd and is a Active company incorporated on 14 May 2003 with the registered office located in Glasgow, City of Glasgow. One Financial Planning Ltd was registered 22 years ago.
Status
Active
Size
Micro
Directors
3
Age
22 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£1.73M
Cash in Bank
£156.18K
Total Liabilities
-£535.08K
Teams
9
4
3
3
3
1
Business And Marketing Manager • Joined Feb 2023
Business Manager
CLIENT SERVICING MANAGER • Joined Jun 2021
Financial Planner & Company Director • Joined Feb 2017
Client Servicing And Business Manager • Joined Feb 2024
Business And Client Servicing Manager • Joined Mar 2024
Paraplanner • Joined Nov 2021
Financial Advisor • Joined Jun 2018
Financial Adviser • Joined Dec 2012
Business And Marketing Manager • Joined Feb 2023
Business Manager
Client Servicing And Business Manager • Joined Feb 2024
Business And Client Servicing Manager • Joined Mar 2024
Paraplanner • Joined Nov 2021
Financial Advisor • Joined Jun 2018
Financial Adviser • Joined Dec 2012
Paraplanner • Joined Nov 2021
Financial Advisor • Joined Jun 2018
Financial Adviser • Joined Dec 2012
Business And Marketing Manager • Joined Feb 2023
Business Manager
CLIENT SERVICING MANAGER • Joined Jun 2021
Financial Planner & Company Director • Joined Feb 2017