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Opus Independent Financial Planning

Independent Financial Adviser  Opus Independent Financial Planning Ltd, West Midlands, Sutton Coldfield, B72 1SD
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FCA authorised
Last authorised 17th May 2021
Chartered Financial Planners providing whole of market, independent financial advice and planning to individuals and businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Traded endowment policies
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Jordan Reid
Chartered Financial Planner
Mr Ben Rees
Chartered Financial Planner
Mr Derek Joseph
Senior Financial Planner
Mr Simon White
Chartered Financial Planner
About us

We at Opus help people make wise financial decisions.

Our purpose is to help you achieve the best life possible with the money you have.

We do this by taking a life centred approached. We put your life at the centre of our conversations, and take time to understand you, your background, your needs and objectives.

In so doing, we strive to provide you with a better Return on Life, not just a better return on your investments.

Our services

We can help you to lead your desired lifestyle, both now and in the future.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Opus Independent Financial Planning Ltd, 1 Coleshill Street, West Midlands, Sutton Coldfield, B72 1SD

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