One Financial Planning Ltd are delighted to continues its partnership with the P.F.A Scotland
“I am truly delighted to be heading up this new partnership with the P.F.A. and One Financial Planning Ltd and I am looking forward to going out to meet the clubs in the coming months. I wish that I had been given the opportunity of this advice when I was still playing”
Steven Thomson (DipPFS)
“I am really excited about our new partnership with One Financial Planning Ltd and with Steven Thomson, who I have known for 14 years. Having been a footballer himself, Steven has a unique understanding of player’s needs and concerns. I have been very impressed with the scope of financial services on offer from One Financial Planning I and am looking forward to a close working relationship in the future to benefit our P.F.A. members”
Fraser Wishart P.F.A Chief Executive
One Financial Planning Ltd can provide the following services to all P.F.A members:
- Pension Advice
- Investment Advice
- Savings Advice
- Career Ending Insurance
How We Work Together
STEP 1 – ABOUT YOU
We’ll complete a Fact Find with you, documenting your personal and financial circumstances and we’ll make recommendations that meet your needs. We’ll also discuss the services we can provide.
STEP 2 – OUR RECOMMEDANTIONS
We’ll put our recommendations in writing so that you can see what we’ve suggested and why.
STEP 3 – PUTTING YOUR PLANS IN PLACE
We will implement the strategy we’ve agreed to help achieve your financial goals.
STEP 4 – REGULAR REVIEWS
We’ll meet regularly to review your circumstances and make new recommendations so that you stay on track with your financial plans.
If any of these financial services are of interest to you, please contact me on the following:
M: +44 (0) 7957 189 525
We are a member of Openwork – a well-established financial services distribution company, supporting hundreds of firms, like ours, across the UK.
Being part of Openwork gives us the support we need to do what we do best – giving you high quality professional financial advice.