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's when you need to make a claim that you realise just how wise investing in health and medical insurance can be. If you're unable to work because of illness or injury, Income Protection Insurance is designed to provide you with a regular tax-free monthly income.
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