The advent of Automatic Enrolment or Workplace Pensions has created a heightened demand for professional advice with limited access to advice for many small & medium enterprises (SME’s).  Why, due to the cost of advice….  Larger Employee Benefits consultants can typically charge fees based on a business model that may not be pallet-able or affordable to smaller or micros SME’s.


Due to this and our innovative use of technologies we have invested heavily in developing our corporate pension and employee benefits offerings that are modular and suitable regardless of a companies size at a price to suit your requirements.


More and more companies are also benefiting by working with Opes™ Financial in understanding how we can help around the creative use of pensions, business planning, director/staffing remuneration, creating wealth outside a business, exit strategies, staff retention and tax planning as well as benefiting from our workplace educational and staff services. Please visit company benefits.


Our workplace educational and staff services are designed for those firms who see themselves as an ‘employer of choice’ and who wish to enhance their duty of care to staff because they understand a workforce that feels safe and secure is a productive and efficient workforce !

Why not take a look at our brochure and wider support material via our Info & Brochures website page.


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

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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