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PLAN FOR YOUR FUTURE, WHATEVER YOUR AGE

No matter how old you are, it is never too early to plan for your retirement.  Here at Opal Wealth Management, our friendly, knowledgeable pension adviser can help save you time, money and hassle by helping you plan your retirement now. We feel that, as retirement approaches, you deserve to be able to concentrate on planning how to spend your time rather than on saving your hard-earned assets. 

PENSION ADVICE & RETIREMENT PLANNING

Once you retire, without an income built to support you for the rest of your life, those bills can mount up, leading to unnecessary stress and worry.  With our industry knowledge and personal approach, we work with you to build a tailored financial plan, with the aim of giving you financial security in your retirement.

FINAL SALARY

Many savvy savers are torn between valuable final salary pensions and investing their hard-earned cash in the financial markets, which, if not guided by those in the know, can lead to losing money.

Naturally, there is no one-size-fits-all solution. What may be the right route for one client is unlikely to be the same for the next. At Opal Wealth Management, we fully assess your individual circumstances, your needs and your preferences. Being aware of your current situation helps us to help you work towards more profitable outcomes in a way that is right for you.    

A Pension is a Long term investment, the fund value may fluctuate and can go down.
Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax Legislation.

The Financial Conduct Authority does not regulate occupational pensions.

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Call us on 01902 712 615 ORSend an enquiry today

Plan now and save for the future

Many of us have the same worries – after years of hard work, what happens when we stop? Although we will all eventually reach a stage where we can no longer work, our bills and financial responsibilities will still be there.

With the rising cost of living, it has never been more important to plan for our futures and safeguard our finances, for ourselves and for our families, including protecting and managing your assets which can be assisted by obtaining suitable advice on your pension(s).

How does it work?

Opal Wealth Management Ltd’s experienced team works alongside you to ascertain your needs and goals, to create a tailored plan that focusses on positive financial habits where we will endeavour and aim to maximise and protect your assets for the future. This will be dependent on your circumstances, needs and preferences, including taking into consideration your attitude to risk and capacity for loss.

Call us on 01902 712 615Send an enquiry today

Final Salary – Importance of professional advice

With the implementation of the April cuss pension freedoms. affording many the chance to switch from a private to a contribution pension scheme, the retirements of many are now Looking much brighter. Although, as with anything to do with your all-important finances. the proper guidance has never been more important. Without this, many run the risk of ruining their retirements completely, and irreversibly.

With Opal Wealth Management’s invaluable knowledge and collaborative approach, there has never been a better time to take advantage of some good advice that is tailored to you and your family’s needs.

By transferring your occupational pension scheme benefits into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.

Pensions – aren’t they all the same?

Not at all. From high to low risk, payment plans and other factors, choosing the right pension, and having the right people managing it, is crucial for financial security when you reach retirement. With Opal Wealth Management, you can trust that your money is being managed by not only a team that are knowledgeable in the field, but by a team that cares.

Don’t know where to start?

Expert financial guidance is crucial in ensuring that you are part of the best possible schemes and not falling victim to ill advice on one of the most important decisions you will ever make. Here at Opal Wealth Management, your happiness is our goal, and our Wolverhampton based pension adviser will work with you to set you on the path to financial freedom.

Call us on 01902 712 615 Send an enquiry today
Call us on 01902 712 615 Send an enquiry today

Contact our pensions adviser for further information and advice on pension and retirement planning

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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.

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Contact Details

Opal Wealth Management Ltd

38 Waterloo Road

Wolverhampton

WV1 4BL

 

T: 01902 712 615

F: 01902 421 700

E: info@opalwm.co.uk

Copyright 2024 Opal Wealth Management Ltd. All rights reserved.

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Opal Wealth Management Limited is registered in England and Wales under registration number: 08143022. Registered office address: Kingsnorth House, Blenheim Way, Birmingham, B44 8LS.

Director: Gary Stanfield

Opal Wealth Management Ltd is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 497604.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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Registered address: Kingsnorth House, Blenheim Way, Birmingham. B44 8LS.      Contact: 01902 712 615      Registration number: 08143022      Registered in: England & Wales