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Client stories

Neil & Lesley

Clients since 2017

Focused on retirement planning, investing inheritance, and gifting to family

Peter & Jan

Clients since 2023

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

Andy & Nicky

Clients since 2021

Focused on early retirement and financial security

Peter & Sue

Clients since 2016

Focused on retirement planning and managing retirement income, and overall wealth management

Insights

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04 Mar 2026

Financial Planning

Guide – SMART goals: 5 steps to effective financial planning

Planning your finances without clear goals is like setting off in ...

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04 Mar 2026

Financial Planning

Inheritance Tax Planning

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when ...

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04 Mar 2026

Financial Planning

Investing

The financial lessons you could pass on to help the next generation buy a home

For many young people in the UK, the dream of buying ...

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04 Mar 2026

Financial Planning

Pensions & Retirement

5 ways to keep learning throughout retirement

For most of our lives, education is often a means to ...

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04 Mar 2026

Financial Planning

Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’...

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04 Mar 2026

Financial Planning

Health & Lifestyle

The component parts to a life of wellbeing

This guest blog was written by Chris Budd, who wrote the ...

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One Life Wealth Planning Ltd. is authorised and regulated by the Financial Conduct Authority. FCA Register number 517067.

Registered in England and Wales, Reg. No. 071211179. Registered office: The Listed Hangar, Mosquito Way, Hatfield, Hertfordshire, AL10 9AX.

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