Opus Independent Financial Planning

Independent Financial Adviser 12B George Street, Bath and North East Somerset, Bath, BA1 2EH
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Our aim is to help clients to understand and plan a financial future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jason Knowles
Senior Financial Planner
adviser-person
Jordan Reid
Financial Planner
What our clients say
I had newly moved to the UK from the Middle East and was looking for help putting my savings to use. Jason helped me figure out what I wanted from my assets in the medium and long term and helped me decide what was the best approach for me. I am planning to follow the plan Jason outlined for me. Jason talked to me in simple language I could understand and outlined all the benefits and risks of my plans.
Sonia, London
In a word, Great. Jason is very thorough, always explains all the options fully and the implications of the decisions to be made and never a pressure sell. I have worked with previous advisors but it does feel like Jason cares and has my best interests in mind as we walk through the options to come to the decision. He’s not pushy at all and I have always found him to be on hand if I have had a question either by phone or email and comes back to me right away. A genuine nice guy that comes across in his work I would say.
Stuart, Canterbury
Jason not only recommended the mortgage that I took out first time, but he helped me understand if it was the right one by sharing all my alternative options. He also alleviated the concerns of my father over the product selected. I feel that I got an excellent deal and all the stress was taken out of it for me.
Katie, London
Jason advised us not only on the type of cover we needed but also helped quantify how much we needed. He went through in detail about our needs, expenses, current assets/investments as well as life insurance cover. Our case was rather unique as my son has special needs and we wanted to make sure we had appropriate cover when needed. After advising us on the appropriate cover Jason also helped get very competitive quotes. Jason also helped us with preliminary advice on setting up a Will and a Trust. He helped set up a meeting with a probate lawyer to go through in detail about types of Wills and Trusts which we can create.
Devang, London
I've been more than happy with my experience. My goals and financial objectives have been listened to and understood and extensive planning and advice given to show how I can achieve my aims.
Mark, London
Extremely positive – I have gone from having no plan or direction for my finances to now having my affairs in order, knowing what is happening with my money and what I need to achieve to retire. Jason brings a personable approach with the tenacity to keep me on track in a friendly manner.
Daniel, London
My experience has been positive. Jason has been understanding and helpful, willing to devote time to cementing a good relationship.
Janet, London
Good , honest easy to understand service with excellent investment plans.
Jane, London
To date my experience has been very good - Jason is always available and willing to meet with me in person and is knowledgeable about my personal portfolio and what would be in my best interest. He has no hidden agenda and is transparent in all advice provided.
Malc, London
Where to find us

12B George Street, Bath and North East Somerset, Bath, BA1 2EH

Make an enquiry
About us

Our brand new website is under construction, thank you for your patience.

Opus and MAIA Asset Management (our DFM) work as one to build and manage tailored portfolios. We do not compromise on whole of market access, proactive management, or performance.

Our clearly defined service lines are designed to optimise client outcomes, and everything we do has the client at the centre.

We supply the right knowledge and information to help reach decisions that are most beneficial. In an increasingly complex and uncertain world, it’s vital to plan both financial and tax affairs. It is important to be tax compliant, while managing investment and inflation risks, and maximising the opportunities that arise.

Our services

We specialise in:

• 30-55 year old wealth accumulators
• Sports professionals
• Entrepreneurs
• Retirees
• Divorce and Inheritance
• International clients

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Incorporated in the United Kingdom and registered in England and Wales. Registered no. 07304649. Registered office: 1 Coleshill Street, Sutton Coleshill, West Midlands, B72 1SD.
Authorised and regulated by the Financial Conduct Authority

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