Opal Wealth Management Ltd

Independent Financial Adviser  38 Waterloo Road, Walsall, West midlands, WS3 1JD
First meeting at adviser's own cost
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. 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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Gary Stanfield
Independent Financial Adviser
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.

Where to find us
Head office address: 38 Waterloo Road, Wolverhampton, WV1 4BL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

A pension is a long term investment: the value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and inflation.

Tax planning is not regulated by the Financial Conduct Authority.

Registered office: Kingsnorth House, Blenheim Way, Birmingham, B44 8LS. Registered in England & Wales, registration number: 08143022

Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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