Wealth Management & Financial Planning

Investment Management

Opus Investment Management offers core services in Investment Advisory, Investment Management and holistic Wealth Management, providing tailored advice to meet the needs of individual clients and offer a full range of financial solutions.

We see financial planning as a 5 Step Process, and support you at each stage with tailored advice.

Safeguarding your financial future:

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Our financial planning service is designed to give clients the peace of mind they need to help answer some of life’s important questions:

  1. Do I have sufficient money to achieve all of my life goals?
  2. At what age will I be able to retire?
  3. What will happen to my family if I die?
  4. What level of risk am I taking with my investments?
  5. I’d like to send my children to private school, is that achievable?

Our service is designed for all clients no matter what life stage they are at, such as those who are looking to begin their wealth journey, or for those seeking simple solutions to preserve wealth built up over their lifetime.

We can help you with:

  • Pension Planning
  • Retirement Options
  • Savings & Investments
  • Residential Mortgages
  • Commercial Mortgages
  • Equity Release
  • Secured Loans
  • Insurances
  • Tax Planning
  • Trust and Estate Planning

 

Opus Investment Management Ltd is authorised and regulated by the Financial Conduct Authority