A single source of truth

Now you can benefit from one simple source of trusted advice for you & your family

No more spending time in endless meetings with different sets of people who may create confusion with conflicting advice. Instead you’ll have one adviser who brings together a powerful, coherent combination of independent financial planning with award-winning investment advice. All designed with you in mind.

A focus on you and your family

The OneWealth Approach

We start with you.

You and your family are firmly placed at the centre of the  decision- making process.

  • This means you’ll:
    Have one adviser focused on your desired outcomes.
  • Have the advice and insights you want and need – as and when it’s appropriate to your lifestyle and circumstances.
  • Enjoy the unified approach of the personal touch integrated with the input of highly experienced financial planners and investment managers.

Giving you a strategic, investment-led approach to effectively managing your wealth.

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Tailored for specific clients

Who we help

We focus on working with you over the long term because that’s how you’ll get the benefit of outstanding outcomes

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Entrepreneurs

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Business owners

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High earners

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Retired

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.

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Discovery

Create your ongoing strategic wealth “game plan” and capture this in your individual Investment Policy Statement

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Planning

Powerful, time-effective combination of the experience and expertise of independent wealth planning with investment management

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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.”

Mr N M
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.”

Mrs M S
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.”

Mr P B
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.”

Mr and Mrs W-S
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.”

Mrs B B
High Earner

Our story

Discover the people behind the OneWealth story.

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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.