Helen Brown – 2plan wealth management Ltd

Independent Financial Adviser 3 Ringwood Avenue, Hazel Grove, Stockport, Cheshire, SK7 5HH
FCA verified
8th October 2018
Fully qualified adviser with thirteen years experience offering friendly impartial advice for individuals and corporate clients
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Wealth management
    • 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
    • Long term care
Meet our advisers
adviser-person
Helen Brown DipFA, CeMAP
Where to find us

3 Ringwood Avenue, Hazel Grove, Stockport, Cheshire, SK7 5HH

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. For more information please visit our website:

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
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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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