Opus Wealth Management

Our first meeting with you is designed to get to know each other and identify your requirements and aspirations.

Financial Planning Process

The Initial Meeting

Our first meeting with you is designed to get to know each other and identify your requirements and aspirations. We meet you at our expense, and it provides you with a ‘no obligation’ opportunity to find out more about us, decide whether our services will be of value and if you feel we are the right people to look after you. We in turn, will assess your needs and goals to ensure we are able to help you.

The Discovery Meeting

During our meeting we will discuss your existing financial arrangements and attitude to risk to determine an accurate picture of you and your finances, in order to reach the point where we have a firm understanding of all your requirements and goals. From our discussions we will clarify what you want from your future as well as from your immediate situation. With your agreement, we will move onto the next stage of identifying the most effective financial plan to benefit you and your loved ones.

The Plan

Using the information we obtain from you, we develop a detailed financial plan to ensure you achieve your aspirations. We will paint an accurate picture of your current position, taking a realistic and comprehensive approach to managing your money. Your Financial Plan will reflect your current assets, income and expenditure and how this connects to your future goals.

The Presentation

We now know what you want and where you want to be. So, once your Financial Plan is prepared, we will meet you to take you through it stage by stage. It will set out specific and realistic recommendations, designed to achieve your stated objectives over an agreed time period. We take you through our recommendations in detail and explain why we’ve chosen specific solutions and outline product features.

The Implementation

If you are happy with our recommendations then we will assist in completing all the necessary paperwork. We make sure that all our recommendations to which you’ve agreed have been implemented. We’ll also liaise with your accountant or solicitor if appropriate.

The Review

These will be scheduled to take place annually, twice-yearly or more frequently depending on the service proposition chosen. During these meetings we will review your overall progress towards your long-term financial goals, taking account of any changes in your circumstances, or market fluctuations. We can then adapt our strategy accordingly to keep you on target.

Your Financial Plan is a long-term process and it is important to regularly review your situation to ensure that you achieve a positive outcome. You can be assured that our attention to detail and expertise will promote a long term relationship where you will benefit from a ‘safe pair of hands’ looking after you.


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Our Address

Opus Wealth Management
286 Church Street,
Blackpool, FY1 3QA

Tel: 01253 595959
Email: info@opuswealth.co.uk

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