“Are you receiving a level of return that justifies the level of risk or charges your existing investments are being subjected to….?

 

“Where taking income, is this sustainable based on the level of return achieved, charges being deducted and is income eroding capital….?

 

Whether your looking for a better income or return than achieved from cash or an existing investment, saving for – children or grandchildren, house move or purchase, retirement, dream holiday, overseas property we have an advice and product solution for you.

 

Questions we are often asked include - Should I retain old plans ? Do I transfer previous investments to a new scheme ? Should I merge numerous plans into one and what are the features and benefits of any existing investments and any alternative plan(s) being considered….?

 

These are all very important considerations, although often complex and time consuming to decipher and reach a point where you can see clearly what is the best route to take with any plan in maximising existing investments or assets for future planning.

 

Our continued knowledge and understanding around products, investments and technology advancements enables us to be able to offer unique terms and product or investment features not commonly available direct to retail clients so it can pay to take independent financial advice.

 

This area generally requires professional advice due to it’s nature and is where our expertise lies.  Opes Financial’s investment review service helps you by generating all data into a simple and concise format, making it easy for you to see the advantages, disadvantages, costs (existing versus proposed), features & benefits, as well as your options so you are able to then make an informed choice as to the best outcome and course of action for you.

 

Our Life Plan™ service combined with our comprehensive risk profiling and Investment Proposition ensures a strong solution, whilst minimising issues around holding poor and highly charged products and investment funds.

 

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

 

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

 

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 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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