SAVINGS

Although most of us save at some point during our working lives, our money is not always necessarily saved to its fullest potential.  Our product knowledge and financial know-how means that we are well equipped and will endeavour and aim to maximise your assets, effectively and sustainably, depending on your circumstances, needs and preferences. This will also depend on your attitude to risk and capacity for loss.

INVESTMENTS

By combining industry insight and a bespoke approach, we work with you to invest your assets safely and effectively, doing all we can to achieve the shared goal of greater financial freedom for you and your family; and the peace of mind this can bring.

FINANCIAL SECURITY

Our passion is helping you fulfil yours.  Our personalised approach and comprehensive guidance means a human approach to human issues. We have helped countless valued clients find a successful, and profitable, solution that has worked for them.

 

The value of investments and income from them may go down. You may not get back the original amount invested.

 

What’s the difference between saving and investing?

Saving your money is a safe, low-risk way to build up funds for a dedicated purpose, such as a large purchase like a house, or a holiday.  Savings can also assist towards providing a rainy day pot emergency fund for any unexpected outgoings or emergencies.
 
Alternatively, investing your money wisely and safely on the financial market, guided by industry professionals, could prove to be particularly financially rewarding. Generally speaking, this option requires minimal effort but comes with a higher risk.

The value of investments and income from them may go down. You may not get back the original amount invested.

Risk or Reward?

Although saving is a low-risk option, the growth on your money is limited to interest gained, meaning that building up funds this way is a slow process.  

With investing, this could result in a much greater and quicker return on your money, but there is a strong chance that you could lose some, if not all, of your money if you do not know what you’re doing.

If done right, professional assistance can hold the key to maximising your potential profits and providing you with a sustainable source of income.

Here at Opal Wealth Management Ltd, we do things right. We ascertain your financial situation and relationship with money to guide you towards a more lucrative future; this will be dependent on your circumstances, needs and preferences. This will also depend on your attitude to risk and capacity for loss.

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Saving to Suit All

There are many different options if you are looking to save your hard-earned cash.  From tax-free ISA’s to fixed or easy-rate savings accounts, our savings-savvy team will match you with the perfect products for your situation. 

Investing Wisely

If you are looking to invest your money, expert guidance is vital for success.

Whether you are looking to invest directly into assets, or via a fund, the results can prove lucrative if done properly.

At Opal Wealth Management, we utilise our industry know-how to find the perfect investment opportunities based on your individual needs, to help maximise your profits for the long run.

Need help, but don’t know where to start?

Feeling overwhelmed?  Don’t worry – we’re here to help.  Our team work with you, discussing your situation, spending habits, goals and dreams, to enable us to create a bespoke financial plan with a view to maximising your financial position. In doing so, we hope to help you achieve greater financial stability for the long-term.

Send an enquiry today

Contact us for further information and advice on savings and investments