Opal Wealth Management Ltd

Independent Financial Adviser 38 Waterloo Road, Wolverhampton, West Midlands, WV1 4BL
First meeting at adviser's own cost
Response rating
10/10
FCA verified
22nd July 2019
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Gary Stanfield DipPFS
Where to find us

38 Waterloo Road, Wolverhampton, West Midlands, WV1 4BL

Make an enquiry
About us

We provide independent financial advice to individuals, and can assist in providing solutions to a wide range of financial planning needs.
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning – be it saving for retirement, reviewing your existing provision or personalised ‘at retirement’ solutions to help you to enjoy your time as fully as possible*

Our services

At Opal Wealth Management Ltd we pride ourselves on forming strong, long-lasting relationships with clients. To this end, we keep in regular contact with you so that you need never wonder what exactly is happening to your finances.

We offer an initial review of your circumstances at no cost to you and there is no obligation for you to proceed with the advice process.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

*Tax treatment is based on individual circumstances and may be subject to change in the future.

*A Pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

*The value of investments and income from them can go down. You may not get back the original amount invested.

Opal Wealth Management Ltd is registered in England and Wales under registration number 08143022.

Registered office address: Kingsnorth House, Blenheim Way, Birmingham, West Midlands, B44 8LS

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