Build Your Financial World With ‘OnePlan™’
Some time back, the people at Principle First realised that a complete revolution was needed in the way that good financial advice could be made more accessible, easy to use and simple to understand.
OnePlan™ – Your Financial Space is the result!
The OnePlan™ is our free proprietary online environment which allows our customers to visualise and build their own financial plan, in their own time, and from the comfort of their computer screen.
OnePlan™ is a unique and elegant online workspace where you can draw together the diverse elements of a personal financial plan, designed and tailored to fit with your own life and your own circumstances.
Within OnePlan™, you can balance your financial priorities, so that all of the key areas are accounted for:
Personal Insurance & Family Protection
Mortgage Planning & Debt Management
Pension & Retirement Planning
Savings & Investments Planning
Estate Inheritance & Tax Planning
With OnePlan™’s range of interactive calculator tools, you can estimate the affordability of various mortgage & pension options, as well as purchase investments, and review existing investments at no cost. You can ensure you give your savings the best opportunity for growth.
When you have reminded yourself of the various products that are available from all the above categories, and have noted the products you may not yet have in place, you can then easily ask for our financial advice in looking at further options. Our qualified advisors are there to assist you, as and when you need us. You can even request a printed copy of a tailored OnePlan™ report to be posted to you.
Once you have decided on the products to add to your financial plan – be it a mortgage, insurances, investments or pensions and retirement planning – with OnePlan™ you can then monitor and log your progress, highlighting each area as you put it in place.
This is just the beginning of what OnePlan™ can do for you. OnePlan™ is your own private area where your personal financial plan is stored, and can be added to as your circumstances change – always in your own time.
As your financial needs adapt and change over time, you can re-visit your secure personal profile in OnePlan™, updating and modifying your preferences to maintain that all-important balance and in your financial plan.
