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Opal Financial Management Limited
 
 
Overview: 

Opal Financial Management was founded in 2013 by a group of highly experienced financial industry professionals. Led by Managing Director Nick Howell, previously a senior manager with AXA Wealth, Britannia and Halifax - as well as formerly working as an Independent Financial Adviser himself – the management team witnessed first hand the changes taking place in the financial sector and the consequent removal of advice by a large number of banks from their high street branches.

Understanding this withdrawal of advice would leave many people without easy access to a range of financial services, Nick seized the opportunity to address this impending gap in the market and, with a commitment to ensure this service remained available to all who need it, he and his team created Opal Financial Management.

From the word go, the company enlisted the services of 2plan wealth management Ltd, an established UK-based support hub for both advisers and clients that provides access via the latest technology to an extensive range of wealth management, retirement, investment and financial planning services.

Once established, Opal Financial Management went on to recruit a team of highly qualified Independent Financial Advisers (IFAs) and managers and is now one of the largest firms of its kind in the UK.


Opal is a precious stone. Its iridescence makes it sparkle and its multitude of inherent colours means that each stone is unique. Therefore, the strapline ‘Advice as individual as you are’ makes reference to the Opal’s distinctive qualities and, at the same time, underlines the company’s philosophy to provide the very best and most appropriate financial advice to each and every one of its clients.
History:  Founded in 2013


 
 
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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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