Opus Wealth Management

Together with our many years of experience, we have gained specialist qualifications in financial planning for businesses and also in taxation.

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.

Investments

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...

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Pensions

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...

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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. Together with our many years of experience, we have gained specialist qualifications...

Read More

Tax Planning

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...

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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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