Outcomes tailored for you
At OneWealth we focus on 4 key groups of people because we’ve worked with people in these groups for many years. This means we understand your challenges and opportunities, and how to achieve your financial and investment goals
OneWealth. One Adviser.
Why choose OneWealth?
The OneWealth approach is designed to make your wealth management planning simpler and easier, whilst ensuring you have the most experienced wealth planning expertise and input at the appropriate times.
You’ll enjoy the long term continuity of the personal touch because you’ll have one core adviser who knows your long-term needs and looks after your interests.
They will draw on the relevant OneWealth investment management and independent financial planning breadth of expertise, so you benefit from a coherent, unified approach that avoids any confusion arising from conflicting guidance.
It seems simple. And it is. Yet you won’t find this approach elsewhere.
Entrepreneurs
Gain peace of mind and freedom from worry about your future lifestyle.
- Manage your money for steady growth
- Stay in control of your key decisions
- Spread your wealth and achieve tax-efficiency
Business owners
Feel informed clear and confident about the impact of your financial decisions.
- Create your comfortable retirement
- Improve your wealth steadily over time
- Achieve excellent value and tax-efficiency
High earners
Maintain your family lifestyle throughout retirement and leave a legacy for loved ones.
- Feel secure about your capital and income
- Ensure all is in place to support your family
- Understand the impact of your financial decisions
Retired
Gain peace of mind and freedom from worry and feel secure about your capital and income.
- Maintain your desired standard of living
- Feel well taken care of by your adviser
- Ensure your partner and family have what they need to cope
Easy to understand
How the OneWealth approach works
In every step we’re committed to transparency in ensuring you fully understand the impact of your decisions and to achieve your desired outcomes in the long term.
Discovery
Create your ongoing strategic wealth “game plan” and capture this in your individual Investment Policy Statement
Planning
Powerful, time-effective combination of the experience and expertise of independent wealth planning with investment management
Performance
Achieve the financial and life goals clearly defined in your Family Investment Policy Statement
What people say
“The team at Tacit provides a very personal approach for me and for my family. They take great care in looking after each of us and understand our wider needs across the generations including for our family business. They are efficient to deal with, responsive to our individual needs, and that gives me confidence that Tacit is the right firm for all of us.”
Business Owner
“We have invested in Tacit’s strategies since 2018 and have been happy with their performance. Their charges are reasonable, they do not hide from bad news and we find that their portfolios are designed, based on thorough research. Their senior staff have huge experience of the market’s bad news over many years, which is also comforting. We can speak to the people making the decisions and this provides great comfort.
All in all a great organisation that we are happy to continue our association.”
High Earner
“After a number of false starts with other investment houses, I had to fortune to get in touch with Tacit.
Experience suggests when a service provider consistently provides up-to-date and insightful reviews, exemplary face to face meetings not just structured but always open to dialogue, questioning and on occasion deep dive into the subject.
Complement this with a clear understanding of their individual clients circumstance underpin with market leading support and advice Tacit Investment Management tick all the boxes and regularly exceed competitors performance.
In summary for a client centric approach underpinned by a comprehensive and up-to-date knowledge base Tacit Investment Management and Leigh Stephens hit the mark.”
Entrepreneur
“We as a family have trusted Stuart and his team at Lucus Wealth for several years. Actively managing and advising us on various financial decisions. A down to earth approach, clear communication and transparency has made dealing with Stuart and his team a very positive experience.”
Retirees
“After some bad experiences in the industry I’ve found Tacit to be a breath of fresh air: immediate and warm customer service, clear fees, and a genuinely flexible service tailored to MY needs not theirs.”
High Earner
Take an assessment
See if OneWealth is right for you
Answer a series of simple questions and we’ll ascertain if OneWealth is right for you and you are right for OneWealth.
