How We Work

We’re based in Wolverhampton and offer financial advice to clients throughout the Midlands. Our service covers all areas of financial planning; we are able to provide a tailored plan, to ensure that you, your family and your assets are protected and to help you build a financially secure future.

If you wish to receive independent advice regarding your finances, then please do not hesitate to contact us.

If you wish to receive independent advice regarding your finances, then please do not hesitate to contact us.

How We Work

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.

Fundamental to our business is the realisation that each and every client is an individual

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.

If you are looking for independent financial advice get in contact with us today. We’re based in Wolverhampton but cover the whole of the West Midlands, and a financial adviser will be happy to help.

Pensions

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.

Savings & Investments

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 Preservation

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.

 

Personal Protection

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.

 

Fundamental to our business is the realisation that each and every client is an individual

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.

From time to time, we would like to contact you with details about our services, products, business updates and events. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.