Client Stories

Client Story - Sue Dyson

My first experience of working with a financial adviser was when I got divorced. I had to arrange a pension to invest the proceeds of a sharing order. I found it very difficult and I don't think I really understood fully the advice I was given and what it meant

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Client Story - Rob & Gill Wade

I would say now 5 years down the line that our relationship with Nick and One Life is stronger than ever. We feel truly valued and understood. We know that Nick’s advice is sound, and nothing ever seems like too much trouble. Very friendly and very helpful. Everyone should have a Nick.

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Client Story - Debbie Holder

Debbie was recently introduced to One Life Wealth by another client. She runs her own Occupational Health consultancy in St Albans. She (like many people) has largely been focussed on her day to day money affairs but she came to us looking for a sense check to help her ensure she knew where she was going and what she had to do to get there.

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Client Story - Professional Author

My client is a true leader in her field. She is the world’s best-selling author of books teaching English as a foreign language to young children. She has sold over 380 million copies in China alone. She has been awarded honorary degrees and has been presented to the Queen in recognition to outstanding contribution to English language teaching for children.

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Client Story - Dee Clayton

The experience was actually really interesting and very valuable. Nick is friendly and so easy to work with - I felt very comfortable every step of the way. He has helped us to set some direction to our personal finances but what I really didn't expect was the focus this placed on my business goals too.

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Client Story - Pat & Bryan Johnson

"It was my daughter and her husband that recommended me to Nick. They told me how they had been delighted with his approach and advice - and although I live quite some way away, I decided to arrange a chat. I was immediately impressed by how knowledgeable and charming Nick was - and very professional - he certainly knew what he was talking about."

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Client Story - Janice & John O'Neill

For Janice & John, money has never been something to focus on. They have lived day to day and have had a fine time in doing so. Unfortunately, the clock carries on ticking so if the future was to be financially secure, it was time for some tough messages.

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Client Story - Adrian & Jill

"Nick’s approach is very client focused & he took a lot of time to understand our circumstances & aspirations before putting forward suggestions & recommendations that articulated a financial road map that Jill & I had not really formulated before we met Nick. (Jill particularly liked the proposal that we should be spending more!)"

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Client Story - Jackie Hicks

Jackie describes herself as a financial ostrich. She is divorced with two grown up children. For some time now she has worked for a large blue chip firm but possible career changes meant she really needed to look at her financial situation. She met me at one of the seminars we run for business owners and we agreed to meet shortly after.

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Client Story - Ramin Ghaemi

Ramin is an IT professional and became a client earlier this year. Read more about why he chose One Life Wealth and how he has benefited by becoming a client.

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Client Story - Steve & Maxine Harding

Steve & Maxine Harding have worked with me since 2007. They own and run a specialist blinds fitting business and have done for many years. Now both in their mid 50's with their son having just a couple of years left at University, they are looking forward to retirement. Gearing up their money plans for life beyond business is their main focus. Here is their story.

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Client Story - Matt & Katharine

Matt & Katharine have been working with me for 3 years - in fact, they were possibly the first clients to join us on our full "Lifetime Financial Planning" service. Having a young family, and both with demanding careers, they're really focussed on the best possible future for their children. Here's their story...

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Client Story - Gillian & John

Gillian & John have been working with me for over 7 years now. They are both very career minded and work in demanding roles. Over the years, we have worked on a number of projects from mortgages, and insurances to investments but they have found that our relationship is now so much more than just help at a time of need. Here’s their story...

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