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    I have always been given Independent and Impartial advice and been provided with regular and friendly updates for my portfolio.

    Mrs Taylor, Lancaster

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    Richard has been looking after my investments for a number of years now and I have always felt confident that my money is in good hands. I would have no hesitation in recommending him.

    Mr Wigan, Lytham St Annes

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    I have always been given Independent and Impartial advice and been provided with regular and friendly updates for my portfolio.

    Mrs Taylor, Lancaster

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    During our first twelve months with Opus Janet has improved our investment portfolio, including our pension funds and Inheritance Tax liabilities. We would recommend Miss Allen to act as an adviser for all financial affairs from the cradle to the grave.

    Mr & Mrs Mitchell, Preston

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    We have been very satisfied with the service that we have received and would be happy to recommend Opus to anyone.

    Mr & Mrs Haydock, Poulton-le-Fylde

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    I would like to add our thanks to you Janet for your advice and help given to us. It’s so reassuring when you feel that one can trust the advice and recommendations that have been implemented now and in the future. Thanks to you all and we sincerely hope that Opus Wealth goes from strength to strength.

    Mr & Mrs Smith, Poulton-le-Fylde

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    Opus are professional and yet personal in their dealings, and I would not hesitate to recommend them.

    Mr & Mrs Gray, Lancaster

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Welcome to our website

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.

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