Opus Wealth Management Ltd is a firm of Independent Financial Advisers, formed by Richard Anderson & Janet Allen in 2009 after working together previously for 6 years. We felt there was a need to provide a truly bespoke service proposition for our clients and set out to achieve this through Opus.
We have built exceptionally strong, trusted and lasting relationships with our clients who enjoy a superior level of personal attention and outstanding levels of individual service. Each of our clients benefit from bespoke solutions, designed to meet their personal needs and objectives.
We are 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.
1. Our business is built entirely around our clients. Every client is treated as an individual and benefits from tailored recommendations and a bespoke portfolio, which are based on their individual needs and circumstances.
2. Opus Wealth Management is devoted to each client and in doing so ensures that each of our clients enjoys a highly personalised, bespoke financial planning service.
3. Our service is ‘relationship-based’, not ‘sales-based’. To us, the quality and longevity of the relationship with our clients is of the utmost importance.
4. 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.
5. We provide tailor-made solutions to each and every client, and our recommendations are based on access to products, funds and services from the Whole Market.
6. 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.
7. We work in conjunction with our clients’ Accountants and Solicitors, to ensure a coordinated approach to their financial, taxation and legal affairs.
8. We wholeheartedly support the Financial Services Authority’s initiative of ‘Treating Customers Fairly’, and this drives everything that we do.
Whether you are seeking to build an investment portfolio, create a retirement strategy, or plan for the eventual distribution of your estate, we have the expertise to provide the solutions and to achieve the optimum tax-efficiency.
Opus Wealth Management Ltd can provide you with comprehensive investment advice, designed to make the most of your money. We spend time listening to you, to get enough personal and financial data to enable us to make the correct recommendations...
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning...
At Opus many of our clients are either business owners or retired business owners. Over the years we have learned a lot about how business owners tick. Together with our many years of experience, we have gained specialist qualifications...
Effective Tax Planning can legitimately reduce the amount of tax you have to pay, thereby increasing your disposable income and/or the return on your savings and investments. Both Janet and Richard have specialist qualifications in tax planning...
Opus Wealth Management
286 Church Street,
Blackpool, FY1 3QA
Tel: 01253 595959
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