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.
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.
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.
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.
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.
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.
My experience has been positive. Jason has been understanding and helpful, willing to devote time to cementing a good relationship.
Good , honest easy to understand service with excellent investment plans.
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.
Where to find us
12B George Street, Bath and North East Somerset, Bath, BA1 2EH
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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.
We specialise in:
• 30-55 year old wealth accumulators
• Sports professionals
• Divorce and Inheritance
• International clients