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 https://register.fca.org.uk/ 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 info@opesifas.co.uk

 

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 www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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Created By Acutus Financial Solutions Ltd

Our service in this area starts by understanding - people, company, culture, business drivers, risks, a companies 1/3/5 year plan, any interaction between personal and business planning.

 

It also usually involves working closely with a companies key advisers such as accountants & auditors, solicitors and commercial insurance brokers to ensure a cohesive and joined up advice approach, which in turn can help save money by channeling support through one adviser….

 

From this and in connection with our ‘Life Plan™’ or ‘Business Life Plan™’ service, a road map is built.  Done correctly, this often incorporates many many strands of advice with sub advice areas.  Due to complexities around business planning it is imperative to have a clear, consistent and understandable means of following, reviewing, updating and altering your ‘Business Life Plan™.’  This is what ‘Life Plan™’ was designed for.

 

Call today, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !