Opal Wealth Management Ltd
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*
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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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
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