Financial Planning
Cashflow, pensions, investments and protection, structured around your long-term goals.
One Link One relationship.
Every adviser.
One room.
Every adviser.
One room.
The service
Your tax, legal and financial advisers — in one room
One Link is a fee-based service for high-net-worth individuals and businesses that brings tax, legal and financial planning together in one room, giving you a bespoke, holistic overview of your affairs.
We provide clear recommendations on business exit strategies and estate planning, and through our panel of tax advisors and solicitors we can meet a wide range of client needs.
Acting as the “chairperson” of your financial world, we keep every moving part aligned, coordinated, and working toward your long-term objectives.
Brought together
Three disciplines, working as one
Instead of coordinating separate advisers yourself, One Link brings them around the same table — with us overseeing how every decision fits together.
Tax
Tax-efficient structuring across income, investments, business and inheritance, through our panel of tax advisors.
Legal
Wills, trusts, succession and business agreements, supported by our panel of solicitors.
A coordinated approach
Complexity, simplified
Managing wealth often requires collaboration between multiple professionals. Our role is to oversee and coordinate that process on your behalf, helping simplify complexity while ensuring your wider financial strategy remains connected.
Through our network of trusted specialists, we can help facilitate:
- Financial planning
- Investment strategy
- Pension and retirement planning
- Estate and succession planning
- Tax-efficient wealth structuring
- Trust and inheritance planning
- Business exit & succession strategies
- Legal and taxation coordination
Who we work with
Tailored for High-Net-Worth Clients
Our Private Client service is particularly suited to individuals and families who:
Have accumulated significant personal or business assets
Require coordinated professional advice
Wish to transfer wealth tax efficiently
Want long-term strategic planning support
Value discretion, continuity, and trusted relationships
Prefer a central adviser overseeing their broader financial affairs
Fee-Based Advice
Our Private Client offering is provided on a transparent fee-based basis, reflecting the highly personalised and strategic nature of the service.
This approach ensures our focus remains aligned with delivering objective, long-term advice tailored to your best interests.
Long-term partnership
Clarity, continuity, and confidence
Our goal is simple, to ensure every aspect of your financial life is professionally coordinated, strategically aligned, and carefully managed over the long term.
By bringing together trusted expertise under one relationship, we help provide clarity, continuity, and confidence for you and your family.
Make an enquiry
Speak to the One Link team
A few short questions help us understand your situation and prepare for a more productive first conversation. Everything you share is treated in the strictest confidence.
