Paul Drake – Opal Financial Management Ltd

Independent Financial Adviser  1 Holly Close, Newton Abbot, Devon, TQ13 0QH
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FCA authorised
Last authorised 22nd February 2021
Fully qualified adviser with over thirteen years' experience offering friendly impartial advice for individuals and corporate clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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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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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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Flexible mortgages
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Next home / Remortgaging
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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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Unit trusts
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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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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Long term care
Meet our advisers
MR Paul Drake DipPFS CeMAP – Independent Financial Adviser & Founding Member
About us

Opal Financial Management comprises an experienced team of Independent Financial Advisers. We have advisers across the country that can see you at a convenient location. For more information please visit our website.

Our services

At Opal Financial Management we put you first. Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

1 Holly Close, Chudleigh, Newton Abbot, Devon, TQ13 0QH

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