Peter & Sue

Sue
Hi, I’m Sue and this is my husband, Peter. We’ve been with Nick for eight years.

Peter
I was a main board director at a large corporate company for over 15 years and I was also trustee on the pension fund. So I knew about annuities, drawdowns, spreadsheets. Did I need a financial adviser? When I’m in the greenhouse, I want to worry about greenfly not bonds, stocks, and shares; so, yes, I did.

Sue
We chose Nick because we had been researching to find somebody who would look after our interests and looked up Nick and found all his credentials. As soon as I met him, I just felt at ease. I felt I could talk to him and he would be someone who would be able to explain things in layman’s terms and I found him very approachable and trustworthy.

Peter
If we weren’t working with Nick, all of our money would probably go to Inheritance Tax, because it just sat there. I have trouble spending money because that’s what you were taught to do at my age. But he’s taught us that we can spend money and he’s shown us that over the years we’ve got left on this planet, we’ve got enough to survive and look after the kids and go on lovely holidays. So Nick has released us really, he’s given us a second life.

Sue
As soon as we met Nick, we walked into the office and saw the bucket list poster on the wall and I just thought “This man is the man for us.” He is very reassuring and even something like a holiday, if we’re not sure whether we can afford it or not, he’ll just say “You can do this.” And it just gives us reassurance to know that he’s there looking after us.

Peter
Since we’ve retired, we’ve been on quite a few cruises, which is nice, but this year is the one! We’re off to Japan in October. It’s quite a bit of money, money that I would not have spent and we’ve just had our meeting with Nick and he said, “Just go for it mate, you’re only here once, do it! This is it.” So yeah, we’re off to Japan in October. I can’t wait!

Peter
The first time I met Nick, I came along to this very room, I had a pile of paperwork and I could have told you what Sue spent on her last cup of coffee. But for an hour and a half, we did not talk about finance. Nick and I just spoke about what I wanted out of retirement, what I wanted out of life, for Sue and the kids. And that told me he was the right man, there and then. The reason I found that important was because it proved to me that Nick wasn’t a faceless man in a suit in a big tower block. He was actually interested in mine and Sue’s life and the welfare of our kids going forward.

Sue
The best thing about working with Nick is the peace of mind. That sums it up for me. I am quite a hesitant person where finances are concerned, anxious and a bit worried about it, but I trust him implicitly with our finances.

Peter
I would describe Nick as a trusted friend that I can talk to about anything in our personal lives and our money. You can’t talk to friends about your money situation but with Nick, we can talk about anything. It’s quite helpful when you’re at this stage of your life.

Sue
I think the best piece of advice Nick’s given us is to relax about our money situation. He looks forward to when we’re in our older years and gives us confidence that we’re on the right track.

Peter
When Nick’s not around, which is quite rare, and we get lots of warning that he might be going on holiday for a week, it’s never longer normally, we’ve got Julia to fall back on. We very rarely ring Julia, but it might be something very minor because the things are covered for the year. We just get on with our life, but knowing that there’s someone there to talk to is very reassuring.

Sue
I’d definitely recommend Nick to any of my friends or family because I totally trust him. It’s lovely to come to meet him just on a one-to-one basis every year. Julia is a massive support to him, and we can also contact her. So, having the two of them working together on our behalf, to me is just priceless.

The best thing about working with Nick is the peace of mind he provides. I trust him implicitly with our finances.

More client stories

Andy & Nicky

Clients since 2021

Focused on early retirement and financial security

Peter & Jan

Clients since 2023

Focused on business wealth extraction, general wealth management, and improved financial organisation

      EXCELLENT  
   Based on 30 reviews 
    
 
 
 
   
 
 
      Posted on Google  
   
   Simon Wheadon 
 6 May 2025
 
 
 Trustindex verifies that the original source of the review is Google. Been with One Wealth for just over a year now and have to say the service has been exceptional. Getting external advice, support and guidance was and continues to be invaluable.
  
 
     Posted on Google  
   
   Catherine Ross 
 8 March 2025
 
 
 Trustindex verifies that the original source of the review is Google. Very much recommended. One Life have helped us to think through our financial security in different scenarios, and enabled us to invest according to our values and objectives. Very easy to work with, proactive, and helpful.
  
 
     Posted on Google  
   
   Carole T 
 19 February 2025
 
 
 Trustindex verifies that the original source of the review is Google. I cannot fault the service that both Nick & Julia supply. They are so efficient with everything that they do. If you want your financial future sorted, Nick is the person to go to.
  
 
     Posted on Google  
   
   Sara Tidy 
 17 February 2025
 
 
 Trustindex verifies that the original source of the review is Google. Nick is simply fantastic. He explains the complicated with great clarity and patience, especially to someone like me who finds all things financial somewhat bewildering and scary. He has managed my funds with trust, confidentiality, creativity and care and has delivered amazing results so far. I would recommend him most highly!
  
 
     Posted on Google  
   
   Michael Lewis 
 15 December 2024
 
 
 Trustindex verifies that the original source of the review is Google. My first meeting with Nick was around 2 years ago just after l retired.
I wish l had made contact sooner. Although I had a reasonable idea about my  finances l knew l was in need of help.

l found this help in Nick who went to great lengths to make my Financial situation very clear to me. Stacking my cards very neatly in a row.
This helped me to make those very important decisions that are needed on retirement.

I now find myself feeling very comfortable and confident about the future.
Thank you Nick and of course Julia. Having you both there has made me extremely happy.
Mick
A little update.
I have now been in Nick and Julia's caring hands for 7 years.
The service they supply just gets better and better. They are simply perfect.
Mick
  
 
     Posted on Google  
   
   Neil McDougall 
 9 December 2024
 
 
 Trustindex verifies that the original source of the review is Google. A great service throughout, from initial review through to the many years we have continued with them. One Life Planning have ensured we cna enjoy a worry free retirement
  
 
     Posted on Google  
   
   Richard Eldridge 
 7 December 2024
 
 
 Trustindex verifies that the original source of the review is Google. When Nick became our financial advisor I had multiple pensions and had major concerns about our ability to achieve a financially stable retirement. Now we have been retired nearly 3 years and have no money worries to concern us. Three holidays a year, concerts, meals out are all achievable without worrying if we can afford these. Also Julia should not be forgotten who keeps the wheels turning with all the efficient work she does alongside Nick.
  
 
     Posted on Google  
   
   steve harding 
 9 February 2024
 
 
 Trustindex verifies that the original source of the review is Google. Professional & Personable wealth planning that I would recommend highly
  
 
     Posted on Google  
   
   Susan Walsh Havens 
 8 February 2024
 
 
 Trustindex verifies that the original source of the review is Google. I thoroughly recommend One Life Wealth Planning. Nick and Julia are very professional, explain all their proposals clearly and take any recommended actions quickly. And they are lovely, friendly people, who seem to truly care about their clients.
  
 
     Posted on Google  
   
   Dominic Kaufler 
 3 February 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have been a One Life client for several years. I'm very satisfied. The value of my investments has increased, my tax liability has been minimised. The service is top class.
  
 
     Posted on Google  
   
   Steve 
 17 January 2024
 
 
 Trustindex verifies that the original source of the review is Google. 5star experience - easy to understand financial guidance, great service over 10 years, and encouragement to focus on what matters to us.
  
 
     Posted on Google  
   
   Roger Mills 
 12 January 2024
 
 
 Trustindex verifies that the original source of the review is Google. One never knows if reviews are genuine or entirely made up! Well this one is genuine and I don`t often do this! To keep it short and to the point. My wife and I consider ourselves very fortunate, I) to have found him in the first place 2) to become clients 3)to have benefitted from his financial expertise over some time now and 4) most importantly ,know we are in safe hands.
  
 
     Posted on Google  
   
   John Truscott 
 10 January 2024
 
 
 Trustindex verifies that the original source of the review is Google. An IFA who takes a real, personal interest in you and who goes out of his way to be available with clear advice and helpful ideas.
  
 
     Posted on Google  
   
   Robert Durrans 
 5 January 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of one life for many years now and very much appreciate all the help and advice I am given with planning for my future. I recommend you make a call to the team if you want honest professionalism for your future wealth planning.
  
 
     Posted on Google  
   
   colin young 
 30 November 2023
 
 
 Trustindex verifies that the original source of the review is Google. With Nick's help, we were able to create a robust financial plan.  It was extremely worthwhile to have all our finances documented so that they could be tweaked and extrapolated into the future. We are very grateful to Nick for the help he has given us.
  
 
     Posted on Google  
   
   Elizabeth Emmons 
 2 April 2023
 
 
 Trustindex verifies that the original source of the review is Google. Instructing Nick to look after our finances has transformed our lives. Before doing so we were both planning to work until 67, as we felt we needed our state pensions in order to take that step. We now find ourselves comfortably able to retire 5 years earlier than we had thought would be possible, solely as a result of Nick’s investment and tax advice, and his shrewd financial planning, which has been explained with such clarity that two of the least savvy people in this field have been able to understand what was being proposed and why! Not only have the results been spectacular, but the level of service from Nick and Julia could not be bettered. Thank you both!
  
 
     Posted on Google  
   
   Peter Randall 
 17 March 2023
 
 
 Trustindex verifies that the original source of the review is Google. I had always considered myself financially astute but with retirement looming I wanted to ensure that not only did I have enough to be comfortable but also that my wife would have no worries after my demise. The most important criteria was that the financial advisor I chose was someone I could trust implicitly. Our first meeting we hardly touched upon finances moreover what I wanted out of life for not only myself and wife but also my 3 children. It’s been 6 years now and Nick has guided us so my pension and ISA’s are invested properly.
I have nothing but good words for Nick and One Life Planning and have no hesitation recommending him
  
 
     Posted on Google  
   
   Peter Baker 
 12 February 2023
 
 
 Trustindex verifies that the original source of the review is Google. Engaged One Life Wealth to conduct a strategic review of our finances. They delivered precisely what we needed. Along the way, they educated us on a bunch of personal finances issues. We came away with a very clear sense of our financial goals and how to achieve them. Very pleased. Highly recommended.
  
 
     Posted on Google  
   
   Mark Harvie 
 29 January 2023
 
 
 Trustindex verifies that the original source of the review is Google. I have used a number of advisers in the past, all of whom have not at all lived up to expectations. I joined One Life Wealth a number of years ago, and the advice, service and overall engagement I have received from Nick and Julia has been nothing short of exceptional.
More than once have they gone much further than the extra yard to help me with some fairly complicated circumstances, and I could not be happier.
Thank you both.
  
 
     Posted on Google  
   
   Didi Pearson 
 20 December 2022
 
 
 Trustindex verifies that the original source of the review is Google. Nick and Julia are great to work with. I have benefited from loads of sensible advice over the years from Nick and Julia is very efficient. The support from them both, particularly in times of major change in my circumstances, has been invaluable to me.
  
 
     Posted on Google  
   
   Corinne Mortimer 
 10 May 2021
 
 
 Trustindex verifies that the original source of the review is Google. Following some big changes in my life, I was getting really tied up in knots regarding my financial position. I had some big decisions to make about my future and I’d been stressing for months about them. I felt like I was at a crossroads with no signs.

What a difference my conversations with Nick made! I really felt he understood what I was trying to achieve and he explained his suggestions to me in a way that made perfect sense.

For the first time in my entire life, I have a clear plan in front of me (which I am now working on). I highly recommend Nick Evans and only wish I’d talked to him sooner.
  
 
     Posted on Google  
   
   Jim Smith 
 20 January 2020
 
 
 Trustindex verifies that the original source of the review is Google. Nick has been our financial advisor for over six years now. Having taken early retirement, Nick's understanding and knowledge of the pension market led us to feeling secure and positive in our retirement years. We wholeheartedly agree with all the previous testimonials, and would add that having moved to a different part of the country, we have chosen to continue using Nick as he provides an outstanding service. We happily make the journey back for our face to face reviews.
  
 
     Posted on Google  
   
   Terry 
 26 November 2019
 
 
 Trustindex verifies that the original source of the review is Google. Nick has been our financial advisor for five years and he offers an outstanding service.  He is very professional, yet personable, and is easy to talk to. At our first meeting, he listened carefully to our situation and was able to fully explain (in language we could understand) the various options available to us.  Nick’s advice is invaluable, and we feel much better knowing that our financial future is secure.
  
 
     Posted on Google  
   
   Alan 
 5 November 2019
 
 
 Trustindex verifies that the original source of the review is Google. I have been using the services of Nick Evans (One Life) for several years now and find him an excellent Financial Adviser, he cuts through the gobbledygook and gives you the facts in a plain, easy to understand format. He is an extremely personable character that makes you feel fully at ease and his pensions & tax advice has been invaluable as my retirement age looms. To sum up, a first class professional that you feel you can trust and comes highly recommended.
P.S. Nice coffee & biscuits as well.
  
 
     Posted on Google  
   
   Melanie Groves 
 26 October 2019
 
 
 Trustindex verifies that the original source of the review is Google. Can’t recommend Nick Evans highly enough. He has helped me with some difficult and sensitive financial issues over the last 7 years.  He is knowledgeable, professional and ethical and very very helpful.  100% trustworthy and a pleasure to work with.
  
 
     Posted on Google  
   
   Christopher Marr 
 24 October 2019
 
 
 Trustindex verifies that the original source of the review is Google. We chose Nick as our financial adviser about four years ago, based on his very positive reviews, and he has fully justified this leap of faith. To begin with, he conducted a detailed review of our situation, assessed its strengths and weaknesses, and made recommendations for how we should proceed regarding pensions and retirement, savings and investments. What we really like about Nick is his clear explanations. He responds very quickly to any enquiry, is a great listener, is cheerful, knowledgeable and professional, and deals with issues that arise in a comprehensive and forensic manner. Annual reviews are fun(!) – going through various what-if scenarios, analysing pie charts and forecasts – and we would wholeheartedly recommend One Life Wealth Planning to anyone seeking an IFA.
  
 
     Posted on Google  
   
   Mary Baynes 
 14 October 2019
 
 
 Trustindex verifies that the original source of the review is Google. Nick has been helping me with my finances for about 5 years now. He is really good at explaining scenarios , savings and opportunities relevant to my situation. For issues like pensions, investments and Inheritance tax, I feel very out of my depth but Nick patiently sits with me to outline possible options. By reading the small print he has enabled me to take a pension earlier than I had expected with no penalties incurred. The software he uses is excellent in setting out various scenarios with respect to my finances. The visual charts can be adjusted for each potential situation and helps immensely to show what the outcomes may be (especially for me as a visual learner).
I highly recommend him as a financial adviser.
  
 
     Posted on Google  
   
   Mark Hollander 
 19 September 2019
 
 
 Trustindex verifies that the original source of the review is Google. I've been advised by One Life for about five years now.  And wish I had been earlier. They have given me invaluable advice on pension optimisation, ensuring my investments achieve what I want them to, making the most of tax allowances and strategies and more. They even secured a refund from me from a provider, having identified they weren't delviering what they promised! I'd definitely recommend them.
  
 
     Posted on Google  
   
   Pat Johnson 
 21 August 2019
 
 
 Trustindex verifies that the original source of the review is Google. It was in 2013 as I was approaching retirement age that I decided it was time to reassess my financial position. Up to this point I had an investment, which I had seen nearly halve in value and I had 2 private pensions, that I thought should maybe be consolidated and re-investigated as I was paying a lot of my salary into these. I decided to seek an independent financial adviser as I did not want to be tied into just one Bank/Supplier that would obviously put me into their exclusive funds, pensions. I also hated the way that every year I got a new Financial Adviser that I never met.
I was recommended to Nick Evans who is totally independent and not tied into any one product. He listened to my requirements and I was immediately impressed by how knowledgeable and professional Nick is - and he continues to keep up to date by going on courses and taking exams to better himself. Using Nick's extensive knowledge and some great software he has invested in, which shows one's position into the future with what-if scenarios, we planned what my path should be.
I have now been retired for 5 years and have all my financial information on one platform, which is easily accessible. I have no worries and enjoy spending my money on holidays and the family. It is great to leave all the paperwork to One Life so I do not have to worry and spend ages trying to understand it!
My husband and I meet with Nick yearly but we can contact him at any time. He is excellent at listening to us and together we check our position and make plans for the future which involve looking after our children and grandchildren as well as ourselves. He makes very sensible recommendations that we can either follow or not.
I would strongly recommend Nick Evans who is very professional and dedicated.