Opal Wealth Management Ltd

Independent Financial Adviser  38 Waterloo Road, Wolverhampton, WV1 4BL
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FCA authorised
Last authorised 15th August 2022
We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
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
Meet our advisers
MR 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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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

38 Waterloo Road, Wolverhampton, B74 3HP

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