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.
We help you make the most of your money. As risk and return are related, understanding the amount of investment risk you are willing to accept is key to successfully reaching your financial goals. We will have an in-depth discussion with you to determine your attitude to risk, and then create your investment plan to match your financial goals.
We will analyse your existing investments in conjunction with your attitude to risk and ensure that your investments are diversified to ensure that “all your eggs are not in one basket”. Our investment advice and financial plans are bespoke to you, taking into account your own circumstances, your career and your long-term aspirations.
At Opus Wealth Management Ltd we understand that your personal situation changes over the years, so we offer regular financial planning reviews to ensure that your investment plan remains on track and adapts to any changes in your life.
To create a robust investment plan, you need to ask yourself the right questions, so you may wish to consider the following.
What is the purpose of your investments? Investments must be chosen with a main goal in mind: safety, income or growth. The first thing you need to decide is which of those three characteristics is most important.
When will you need to use the money? Establishing a time frame you can stick to is of the utmost importance.
How comfortable are you with taking an investment risk? One easy way to reduce investment risk is to diversify. By doing so you may still experience large swings in investment value, but you may be able to eliminate the risk of a complete loss.
When it comes to investing in your future, you want a safe and reliable pair of hands with your best interests at heart... talk to us at Opus Wealth Management to find out how we can help you.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.
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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