About Us

Our specialisations lie within constructing tax efficient investment portfolios and retirement planning – be it saving for retirement, reviewing your existing provision or personalised ‘at retirement’ solutions to help you to enjoy your time as fully as possible.

About us

Our team has access to a full range of specialists able to provide independent financial advice across a number of different areas.

We are not obliged to recommend any one company, but will choose those best suited to your individual financial planning needs.

About us

Opal Wealth Management Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority: this means that whilst we will always work for you as an individual, we nonetheless abide by the regulations set out for the provision of best advice.

If you’re looking for independent financial advice, we’re based in Wolverhampton, and can discuss your requirements at a time that suits you. Get in contact with a financial adviser today.