Response rating
9.0/10
FCA verified
18th September 2017

Anthony Mason – Opal Financial Management Ltd

Independent Financial Adviser 12 Newton Lane, Winterley, Sandbach, Crewe, Cheshire, CW11 4TL
First meeting at adviser's own cost
Fully qualified adviser with over 30 years experience offering friendly impartial advice for individuals and corporate clients
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Annuity purchase
    • Auto enrolment
    • Pension drawdown
    • Pensions review
    • Sipps
    • Stakeholder
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Estate planning
    • Taxation planning
    • Sharia finance
    • Long term care
Meet our advisers
Anthony Mason (DipPFS MAQ)
Independent Financial Adviser
Where to find us
About us

Opal Financial Management comprises an experienced team of independent financial advisers. We have advisers across the country that can see you at a convenient location. Opal Financial Management Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. At Opal Financial Management we put our customers first. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice. For more information please visit our website: www.opalfinancialmanagement.co.uk

Our services

At Opal Financial Management we put you first. Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Opal Financial Management Limited is an appointed representative of 2plan wealth management Limited, which is authorised and regulated by the Financial Conduct Authority.
Registered office: 47 Peverell Avenue West, Poundbury, Dorchester, DT1 3SU
Registered in England, no: 8544727

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