“It is important to us to ensure we are able to demonstrate value to you by the end of any initial meeting……” 

The only way we can do this is by having a complete picture of your personal and financial circumstances plus the assets, investments, pensions, mortgages & liabilities as well as the insurances you currently hold.


Therefore we kindly ask in booking a meeting that you complete our enquiry form, fact find form and risk questionnaire (risk questionnaire not required for life assurance/protection needs) and return each securely through our Client Portal prior to any face to face of telephone based meeting.


For this to happen you will need to be set up on our Client Portal, which will automatically be done via completion of our enquiry form. We will then send the required documents securely into the documents library within the Client Portal for completion and return by you sending us a secure message attaching the completing information via the ‘client portal secure messaging.'


“Our experience clearly shows that by investing a small amount of time in preparation, you are in essence committing to change – improving your affairs.  This in turn helps us offer the highest level of service to you.”

We will require this information at least 72 hours prior to our meeting (to allow us adequate time to prepare and evaluate your position) and reserve the right to cancel any meeting where all information is not provided.

Before you book a meeting take a look at our choice of complimentary drinks menu that will be available at your meeting.

By providing personal details to us via this website your personal information will be treated as confidential by us and held in accordance with General Data Protection Regulations.  You agree that such personal information may be used to provide you with details of services and products from Opes Independent Financial Advisers Ltd in writing, by email, telephone or similar means.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Opes™ Independent Financial Advisers Ltd, trading as Opes™ Financial is registered in England and Wales no. 10441148. Registered office, Opes House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 256693074.


Authorised and regulated by the Financial Conduct Authority. Opes Independent Financial Advisers Ltd is entered on the Financial Services Register under reference 763693.

The Financial Conduct Authority does not regulate taxation and trust advice or some forms of buy-to-let mortgages.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely via our 'Client Portal'.  We arrange registration on our Client Portal following completion of our enquiry form.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.


If you wish to register a complaint, please write to us at the address above or email us at


A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.

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