Principle First Financial Advisers has today launched the OnePlan™ financial planning environment, featuring the OnePlan™ suite of financial planning tools.
OnePlan™ is a unique, personal online workspace open to all those wishing to identify their financial needs, calculate their requirements, and create a rounded, balanced financial plan.
OnePlan™ is an online workspace, a virtual area where you can organise the financial planning needed to secure the future of yourself and your family.
If you would like to see what the mortgage on your chosen home would be, you can work by yourself to do preliminary calculations using our online financial planning tools.
Our financial planning tools enable you to calculate how much life insurance cover you need to replace your income and protect your family, or calculate how much you need to be saving today, to achieve a desired standard of living in retirement.
Using our online financial planning tools is a free service open to all. You simply log on, and set to work. However, if you have questions at any stage, financial planning advice from our friendly staff is there for you, either live, or by e-mail.
Your OnePlan™ financial space also includes ‘Message Deck’, a special mail tool for receiving and sending emails to our advisers on an ongoing basis.
With OnePlan™ you can record and track progress in putting your financial plan into action, ‘tick off’ the various elements of your financial plan as they are put in place, and keep all your related communications and documents in a single, secure location.
Take a look at OnePlan™ now or contact us on our freephone 0800 678 5929
Our range of online tools covers all your financial planning needs.
OnePlan™ Life Insurance Planner will calculate how much life cover would replace your income and avoid hardship for your loved ones, if the worst were to happen.
OnePlan™ Critical Illness Planner will show you how to replace your income with a tax-free lump sum payment, if you must give up work due to ill-health.
OnePlan™ Income Protection Insurance Planner helps you calculate how much cover you need to provide a regular income, paid monthly, if you have an accident or become ill.
OnePlan™ Mortgage Planner gives you all the numbers you need if you are thinking of a mortgage or remortgage. The planner will then search the whole market to show the best mortgage deals for you.
OnePlan™ Investments Planner will allow you to identify your attitude to risk, your ‘risk profile’, and match that to one of our tailored investment portfolios. If you have existing funds investments, our portfolio scan service can run a check on that for you as well, using the latest software to ensure your funds choices are still right for you.
OnePlan™ Savings Planner uses common savings scenarios such as saving for a mortgage, for your wedding, to redecorate or extend your home, or for your child’s education, and will calculate what you need to be saving now, to achieve your goals.
OnePlan™ Pension Planner calculates what size of pension fund you will need, in order to achieve, not a specific sum, but a specific buying power and lifestyle in retirement. Then it tells you how much you need to be setting aside today, in order to achieve that.
OnePlan™ Inheritance Tax Planner will calculate the value of your estate, based on your assets and your debts, and let you see if you stand to incur Inheritance Tax at 40%.
Would you like to take a closer look at OnePlan™? Go to OnePlan™ now, or contact us on our freephone 0800 678 5929
