A new financial planning product which was created by Principle First director Gareth Flanagan has been launched. The product, known as Oneplan, will revolutionise the way people plan their finances online. The concept behind Oneplan was to create a single place where people can manage their finances in one secure place online, they are also able to get financial advice at the click of a button through a live chat facility.
The first step is to go online to Oneplan.co.uk and fill out a fact find securely; this fact find is then used to deliver you your own personalised plan and Oneplan pack, which is made for you by a qualified financial adviser. It acts as a full financial review and It is up to you how you act on the advice given. Recommendations include life cover amounts, pension provisions, investments dependent on your level of risk, inheritance tax planning and more.
What is unique about Oneplan is that it is all managed online in a compliant and secure area. There is constant support available when you log in and there is very little need to go and sit face to face with your financial planner, unless of course you want to. Oneplan is driven by Principle First which was founded in 2003 by Gareth Flanagan. It is an ambitious company whose long term goal is to develop it’s own funds based around sustainability.
There has been a huge amount of technology which has gone into Oneplan and the compliance has to be spot on to allow it to transact.
Oneplan is available now with a tiered pricing scale which starts at £11.99 per month and goes right up to £99.99 per month for serious investors. It has a 30 day free trial which allows users to get the Oneplan pack which is the key service offered.