At Opal Wealth Management Ltd we pride ourselves on forming strong, long-lasting relationships with clients. To this end, we aim to provide regular updates on your investments.
Once we have discussed your financial needs in full we will present you with a wealth solution tailored to your own, specific needs.
Although financial planning may seem over-complicated, we choose to deliver our solutions in a jargon-free manner. This ensures that our clients fully understand our recommendations and why they are being made.
We’re based in Wolverhampton and can offer you a bespoke financial advice service, specifically tailored to your individual needs and circumstances. If you have any questions about financial planning or you are looking for financial advice, get in contact with us today and an adviser will be happy to help.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
It makes good sense to be well prepared for the future. Our retirement planning services place you firmly in the driving seat, enabling you to get the lifestyle you want once you’ve stopped working. All our advice is designed to maximise your savings to achieve a more comfortable retirement. We’ll help you to develop a solid financial strategy, and focus on placing your hard-earned funds in investments that yield good results over time.
As part of our retirement planning services, we’ll review your existing pension schemes, then explore a range of alternatives to see if you can generate more money elsewhere. We take pride in our ethical, client-focused approach, and we’ll assess your attitude to risk, and specific goals for your retirement years before we make any recommendations.
By establishing a solid plan, and regularly reviewing your financial goals and current investments, you’ll be in a great position to make your money go further.
The value of pensions & investments and the income they produce can fall as well as rise. You may get back less than you invested.
Investing your savings is an excellent way to create more wealth; something that will certainly come in useful in the future. Our financial adviser is here to offer advice about where to invest your money and to talk you through your options.
There are several investment products to choose from. In order to find out which are right for you, we’ll find out about your lifestyle goals, current financial situation, and your attitude to risk. Then, we’ll present you with a range of products, based on your specific requirements.
We see investment as a continuous process. Your circumstances may change over time, or you may want to invest differently in the future, to try to increase your returns. Whenever you want to review your current investment plan, we’re here to talk you through the performance of each of your investments, and to make recommendations that may generate better results.
The value of pensions & investments and the income they produce can fall as well as rise. You may get back less than you invested.
