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  11. Opal Wealth Management Ltd

Opal Wealth Management Ltd

Independent Financial Adviser  38 Waterloo Road, Wolverhampton, WV1 4BL
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 inve
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
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Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
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.

Where to find us
Head office address: 38 Waterloo Road, Wolverhampton, WV1 4BL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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