Opus Wealth Management Ltd

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 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.