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  11. Opus Wealth Management Ltd

Opus Wealth Management Ltd

Independent Financial Adviser  286 Church Street, Blackpool, Lancashire, FY1 3QA
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FCA authorised
Last authorised 7th June 2021
Opus Wealth Management are Independent Financial Advisers who specialise in helping successful business people and professionals plan their financial futures.
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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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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Corporate pension
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Group Pension/Stakeholder
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Group life insurance
Meet our advisers
MISS Janet Allen DIPPFS AIFP
Director
MR Richard Anderson APFS
Director
About us

Opus Wealth Management was founded by Janet Allen & Richard Anderson, who each have over 20 years of experience in providing financial advice. We are completely impartial and totally independent of any third party. Our obligation and loyalty is to you, and we will act in your best interests at all times. We work in conjunction with our clients’ Solicitors and Accountants to ensure a co-ordinated approach to their financial, taxation and legal affairs. Opus Wealth Management is proud to have become the first firm of Chartered Financial Planners on the Fylde Coast.

Our services

Our key skills are in investment, retirement, estate and tax planning for high net-worth individuals, delivered with a superior level of personal attention. We have built strong and lasting relationships with our clients, who enjoy the exceptional levels of individual service we provide. Each of our clients benefits from bespoke solutions, designed to meet their personal needs and objectives. One of our principal aims is to help our clients achieve, and thereafter maintain, their desired lifestyle, preferably in the most tax-efficient way, using a combination of investment planning, tax planning and cash-flow management.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

286 Church Street, Blackpool, Lancashire, FY1 3QA

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