OneWealth Ltd
Company

OneWealth Ltd

Financial Services United Kingdom 17 employees
Employees
17
Contacts
2
Emails
2

OneWealth Ltd Overview

Headquarters
United Kingdom
Industry
Financial Services
Employees
17
Founded
2020
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About OneWealth Ltd

With over 70 years’ combined experience from different backgrounds in Wealth Management, the team at OneWealth Ltd are more than equipped to support you on your financial journey. We are here to offer you tailored financial advice that is bespoke to your specific needs, requirements, goals, and aspirations. With you we take every opportunity to gain an understanding of your personal, family, and financial circumstances which allows us to develop a relationship built off knowledge, trust, and respect. As a team we are committed to putting you and your needs at the centre of what we do and to help you to manage your affairs in the most appropriate way, which best reflects your individual circumstances. By doing this it allows us to successfully run a client-focused business, where we are dedicated to providing you with a positive experience here at OneWealth Ltd. One Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 08/01/2025

OneWealth Ltd Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

OneWealth Ltd Org Chart

Sample employees and titles
Name Title Contact
James Matthewson Acsi Wealth Management Adviser at Onewealth
Email
David Pert Managing Director at Onewealth Ltd
View
Michael B. Helping People with Their Finances 📈📊
Email
Xavier Perez, Apfs, Certpfs Senior Paraplanner at Onewealth Ltd
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Senior / Lead 1 profile

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