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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

Objective · Professional · Unbiased · Service

Richard Anderson

APFS CHARTERED FINANCIAL PLANNER

Richard’s career in Financial Services began in 1988, initially as a Financial Consultant with Legal & General, during which time he gained a thorough grounding in providing financial advice to private clients and businesses. Moving on to become an Independent Financial Adviser in 1995, he built on those early foundations, gaining a significant number of high-level qualifications and in-depth knowledge of investment funds and bespoke financial planning.

On a day-to-day basis Richard deals with investment planning for clients who are either in or approaching retirement. He also advises Company Directors and business people on retirement planning matters, business risk mitigation, shareholder planning and exit planning. He has expertise in the use of Self-Invested Pension Plans (SIPPs & SSASs), both for retirement planning generally and for holding commercial property in particular. Local solicitors have frequently called upon Richard to help their clients who need advice on the financial aspects of divorce proceedings, especially in respect of pension arrangements. Additionally, Richard advises the Board of Trustees of two local charities on their investment policy, and handles their investment portfolios.

Richard is an Associate-level member of the Chartered Insurance Institute, The Personal Finance Society and also the Institute of Financial Planning. He has always been keen on learning as much as possible about financial planning and financial products. In 2009 Richard became a Certified Financial Plannercm, which is
an Internationally-recognised qualification, awarded in the UK by the Institute
of Financial Planning. Then in 2010 Richard achieved his ambition to become a Chartered Financial Planner, awarded by the Chartered Insurance Institute, which is seen as the Gold-standard for Financial Advisers.

Specialist professional qualifications:

Financial Planning Certificate (Papers 1, 2 & 3)

Diploma in Financial Planning - J01 Personal Taxation

Diploma in Financial Planning - J03 The Tax and Legal Aspects of Business

Diploma in Financial Planning - J05 Pension Income Options

Diploma in Financial Planning - J06 Investment principles, markets and environments

Diploma in Financial Planning - J08 Financial Planning Practice

Advanced Financial Planning Certificate – G10 Taxation and Trusts

Advanced Financial Planning Certificate – G60 Pensions

Advanced Financial Planning Certificate – K10 Retirement Options

Advanced Financial Planning Certificate – K20 Retirement Investment Options

Advanced Diploma in Financial Planning – AF5 Financial Planning Process

Certified Financial Planner
(Institute of Financial Planning)

Chartered Financial Planner
(Chartered Insurance Institute)

photo of Richard Anderson

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