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Email info@opuswealth.co.uk
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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Call 01253 595959
Email info@opuswealth.co.uk
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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Call 01253 595959
Email info@opuswealth.co.uk
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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Call 01253 595959
Email info@opuswealth.co.uk
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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Email info@opuswealth.co.uk
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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Call 01253 595959
Email info@opuswealth.co.uk
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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Call 01253 595959
Email info@opuswealth.co.uk
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
Business 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, and their financial motivations and aspirations. Together with our many years of experience, we have gained specialist qualifications in financial planning for businesses and also in taxation. We are therefore well-placed to help business owners achieve their financial goals, and to avoid some of the ‘bear traps’ along the way.
Whether you are a Sole Trader, in a business Partnership (including an LLP), or a Limited Company, Opus can help you to secure your financial future. We can help you identify risks that your business may presently be facing and we can show you how to safeguard the future ownership of your firm. We can guide you through the tax system, using it to your best advantage, and work with you on your route to a planned ‘exit strategy’. This may mean selling-up, or simply taking more of a back seat, either as you approach retirement or to build up other business interests.
Please ask us about ways in which we can help you. We will liaise with your other business advisers, such as your accountant or lawyer, to work as part of your professional team. At Opus, clients are at the centre of everything we do, because our clients are our business.
Case Study
Andrew and Simon were directors of a successful private limited company
Their Accountant suggested that they speak to us about planning for their retirement. We were pleased to help, but we also identified some risks within their business that they hadn't spotted. Click here to see how we were able to help them.
Download PDF Case Study
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