• Call 01253 595959

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

    Mrs Taylor, Lancaster

  • Call 01253 595959

    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

  • Call 01253 595959

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

    Mrs Taylor, Lancaster

  • Call 01253 595959

    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

  • Call 01253 595959

    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

  • Call 01253 595959

    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

  • Call 01253 595959

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

    Mr & Mrs Gray, Lancaster

Objective · Professional · Unbiased · Service

Janet Allen DipPFS AIFP

Janet started her career in financial services in 1985 working in a large life insurance office before moving to a local firm of Independent Financial Advisers.

After becoming a Broker Consultant for Scottish Equitable in 1995, Janet was responsible for business development, working with Financial Advisers in the North West of England, including the Isle of Man. Here she gained an in depth knowledge of the Isle of Man’s financial environment, and the offshore investment market.

Before founding Opus Wealth Management, Janet was employed as an Independent Financial Adviser for nearly 7-years where she played a major role in developing solutions for wealthy clients. She specialises in the provision of advice and development of bespoke services in relation to Inheritance Tax and Trust planning. Janet is a member of the Personal Finance Society and the Institute of Financial Planning. Her qualifications include:

Specialist professional qualifications:

Financial Planning Certificate (Papers 1, 2 & 3)

Diploma in Financial Planning – J01 Personal Taxation
Diploma in Financial Planning – J02 Trusts
Diploma in Financial Planning – J08 Financial Planning Practice

Advanced Financial Planning Certificate – G10 Taxation and Trusts

Advanced Diploma in Financial Planning – AF1 Personal Tax & Trust Planning

Having achieved the above, Janet is now working towards becoming a Certified Financial Planner and also a Chartered Financial Planner.

photo of Janet Allen

Follow us on:

© 2012 Opus. All rights Reserved. Web design by digital agency