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Opus Wealth Management Ltd

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Opus Wealth Management Ltd

Overview:

Opus Wealth Management is proud to be the first firm of Chartered Financial Planners on the Fylde Coast. Chartered status is the highest level of qualification a firm can achieve. We are passionate about being the best and we believe that we stand out from the crowd.

We are Independent Financial Advisers who specialise in helping successful business people and professionals to plan their financial futures. Our key skills are in investment, retirement, estate and tax planning for high net-worth individuals, 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. If you would like to enjoy this kind of relationship, from a highly-qualified team, we would be pleased to tell you more.

We are passionate about being the best and we believe that we stand out from the crowd. One of the ways we do this is by being highly qualified, so that we are able to provide the best informed and most suitable advice to our clients.

“Our business is built entirely around our clients. Every client is treated as an individual and our bespoke recommendations are based on their individual needs and circumstances.”

Opus Wealth Management is devoted to each client, in so doing each of our clients enjoys a highly personalised, bespoke financial planning service.

“Our service is ‘relationship-based’, not ‘sales-based’. To us, the quality of the relationship with our clients is of the utmost importance.”

Opus Wealth Management is completely impartial and totally independent of any third party. Our obligation is to our clients, and we act in their best interests at all times.

“We provide tailor-made solutions to each and every client, and our recommendations are based on access to products and services from the Whole Market”

Our fee structure is transparent, free from the stigma and potential bias of commission-driven models and we will always be open and honest with our clients. We also work in conjunction with our clients’ Solicitors and Accountants to ensure a co-ordinated approach to their financial, taxation and legal affairs. We wholeheartedly support the Financial Services Authority’s initiative of ‘Treating Customers Fairly’, and this drives everything that we do.

History:

Opus Wealth Management was founded by Janet Allen & Richard Anderson who each have over 20 years of experience in providing financial advice.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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