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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
10/10
check
FCA authorised
Last authorised 25th May 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
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.62 mi
Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
 
Independent Financial Adviser 2.87 mi
We've worked with Nottingham Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Independent Financial Adviser 4.08 mi
COVID-19 is affecting us all. We need to work together to stay safe. We are open and available to talk to you and meet in a virtual environment. If you have any queries, questions or concerns about the current situation, your finances or your financial plan please do contact us
 
Independent Financial Adviser 4.52 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.